Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 2551 | $838,588 | 15,599 | 0.00 | 0.00 | -100 | -0.64 | 09-30-2023 |
GREEN ALPHA ADVISORS LLC | COM | 2552 | $777,748 | 15,583 | 0.00 | 0.00 | -1,764 | -10.17 | 03-31-2024 |
MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 2553 | $837,508 | 15,579 | 0.00 | 0.00 | 1 | 0.01 | 09-30-2023 |
HERITAGE WEALTH MANAGEMENT LLC | COM | 2554 | $777,375 | 15,576 | 0.00 | 0.00 | -696 | -4.28 | 03-31-2024 |