Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNS FINANCIAL GROUP LLC | COM | 2501 | $272,291 | 1,563 | 0.00 | 0.00 | 6 | 0.39 | 03-31-2024 |
STRATEGIC FAMILY WEALTH COUNSELORS LLC | COM | 2502 | $271,768 | 1,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHILTON CAPITAL MANAGEMENT LLC | COM | 2503 | $271,768 | 1,560 | 0.00 | 0.04 | -2,207 | -58.59 | 03-31-2024 |
RENAISSANCE GROUP LLC | COM | 2504 | $265,922 | 1,560 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |