Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COURT PLACE ADVISORS LLC | COM | 1551 | $913,340 | 5,154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL CITY TRUST CO/FL | COM | 1552 | $733,467 | 5,151 | 0.00 | 0.00 | -2,246 | -30.36 | 12-31-2023 |
LAUREL WEALTH ADVISORS INC | Stock | 1553 | $766,000 | 5,140 | 0.08 | 5,140 | +Inf | 12-31-2022 | |
LINEWEAVER WEALTH ADVISORS LLC | COM | 1554 | $908,775 | 5,123 | 0.00 | 0.00 | 71 | 1.41 | 03-31-2024 |