Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEETS SMITH WEALTH MANAGEMENT | COM | 251 | $6,442,839 | 244,510 | 0.00 | 0.00 | 7,000 | 2.95 | 12-31-2023 |
ADAMS ASSET ADVISORS LLC | COM | 252 | $7,126,573 | 244,228 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | COM | 253 | $7,124,549 | 244,159 | 0.00 | 0.00 | 20,835 | 9.33 | 03-31-2024 |
CHILTON CAPITAL MANAGEMENT LLC | COM | 254 | $7,113,968 | 243,796 | 0.00 | 0.34 | 14,432 | 6.29 | 03-31-2024 |