Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE FINANCIAL PARTNERS INC | COM | 1701 | $29,133 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 1702 | $26,000 | 99 | 0.02 | 99 | +Inf | 03-31-2021 | |
RIVERVIEW TRUST CO | Com | Liquidated | $28,259 | 97 | 0.00 | 0.00 | 97 | +Inf | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 1704 | $29,496 | 95 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |