Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 1701 | $290,068 | 606 | 0.00 | 606 | +Inf | 03-31-2024 | |
WAVERLY ADVISORS LLC | COM | 1702 | $289,672 | 605 | 0.00 | 605 | +Inf | 03-31-2024 | |
HIGHLAND CAPITAL MANAGEMENT LLC | COM | 1703 | $330,000 | 605 | 0.02 | 605 | +Inf | 12-31-2022 | |
6 MERIDIAN | COM | 1704 | $233,000 | 603 | 0.02 | 0.02 | 3 | 0.50 | 12-31-2021 |