Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORT POINT CAPITAL PARTNERS LLC | COM | 2251 | $582,817 | 5,528 | 0.00 | 0.00 | 62 | 1.13 | 12-31-2023 |
MIRADOR CAPITAL PARTNERS LP | COM | 2252 | $582,420 | 5,524 | 0.00 | 0.00 | 4 | 0.07 | 12-31-2023 |
SOUTHERN CAPITAL ADVISORS LLC | COM | 2253 | $582,054 | 5,521 | 0.00 | 0.00 | 220 | 4.15 | 12-31-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 2254 | $584,572 | 5,519 | 0.00 | 0.00 | -50 | -0.90 | 09-30-2023 |