Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 2101 | $190,822 | 1,579 | 0.00 | 0.00 | -45 | -2.77 | 09-30-2023 |
COURT PLACE ADVISORS LLC | COM | 2102 | $203,726 | 1,575 | 0.00 | 1,575 | +Inf | 03-31-2024 | |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 2103 | $203,491 | 1,573 | 0.00 | 0.00 | -351 | -18.24 | 03-31-2024 |
WINNING POINTS ADVISORS LLC | COM | 2104 | $211,000 | 1,570 | 0.23 | 0.23 | 3 | 0.19 | 03-31-2023 |