Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | COM | 2251 | $23,089 | 375 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2252 | $15,000 | 369 | 0.00 | 369 | +Inf | 12-31-2021 | |
PROFFITT & GOODSON INC | COM | 2253 | $26,947 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 2254 | $26,000 | 340 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2024 |