Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED DOOR WEALTH MANAGEMENT LLC | COM | 2301 | $347,549 | 1,995 | 0.00 | 0.00 | -76 | -3.67 | 03-31-2024 |
LS INVESTMENT ADVISORS LLC | COM | 2302 | $347,549 | 1,995 | 0.00 | 0.00 | -305 | -13.26 | 03-31-2024 |
SAVVY ADVISORS INC | COM | 2303 | $347,375 | 1,994 | 0.00 | 1,994 | +Inf | 03-31-2024 | |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 2304 | $328,066 | 1,983 | 0.00 | 0.00 | -957 | -32.55 | 03-31-2024 |