Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 1851 | $41,928 | 879 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | 1852 | $43,908 | 875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GROVE BANK & TRUST | COM | 1853 | $43,807 | 873 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1854 | $43,306 | 863 | 0.00 | 0.00 | -247 | -22.25 | 03-31-2024 |