Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 2101 | $433,610 | 1,149 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
COOPER FINANCIAL GROUP | COM | 2102 | $470,627 | 1,146 | 0.00 | 0.00 | 24 | 2.14 | 03-31-2024 |
PBMARES WEALTH MANAGEMENT LLC | COM | 2103 | $468,244 | 1,140 | 0.00 | 0.00 | 40 | 3.64 | 03-31-2024 |
PARKSIDE ADVISORS LLC | COM | 2104 | $468,509 | 1,137 | 0.00 | 0.00 | -289 | -20.27 | 03-31-2024 |