Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 1551 | $327,942 | 745 | 0.00 | 745 | +Inf | 09-30-2023 | |
EVERNEST FINANCIAL ADVISORS LLC | COM | 1552 | $344,021 | 744 | 0.00 | 744 | +Inf | 03-31-2024 | |
RENASANT BANK | Common Stock | 1553 | $355,644 | 743 | 0.00 | 0.00 | 24 | 3.34 | 03-31-2024 |
AFFINITY CAPITAL ADVISORS LLC | COM | 1554 | $355,644 | 743 | 0.00 | 0.00 | 10 | 1.36 | 03-31-2024 |