Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MTM INVESTMENT MANAGEMENT LLC | COM | 1801 | $3,300,506 | 28,394 | 0.00 | 0.00 | 1 | 0.00 | 03-31-2024 |
BAILARD INC | COM | 1802 | $2,837,296 | 28,379 | 0.00 | 0.00 | 2,574 | 9.97 | 12-31-2023 |
MARTIN & CO INC /TN/ | COM | 1803 | $2,834,483 | 28,351 | 0.00 | 0.00 | -1,610 | -5.37 | 12-31-2023 |
FAS WEALTH PARTNERS INC | COM | 1804 | $2,834,431 | 28,350 | 0.00 | 0.00 | 425 | 1.52 | 12-31-2023 |