Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDBOX FINANCIAL PARTNERS LLC | COM | 1951 | $275,679 | 3,581 | 0.00 | 3,581 | +Inf | 03-31-2024 | |
TRUST INVESTMENT ADVISORS | COM | 1952 | $220,482 | 3,581 | 0.00 | 3,581 | +Inf | 12-31-2023 | |
AVAII WEALTH MANAGEMENT LLC | COM | 1953 | $275,239 | 3,575 | 0.00 | 0.00 | -7,492 | -67.70 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1954 | $273,238 | 3,549 | 0.00 | 0.00 | -33 | -0.92 | 03-31-2024 |