Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MY LEGACY ADVISORS LLC | COM | 2651 | $1,000,171 | 6,208 | 0.00 | 0.00 | -1,599 | -20.48 | 12-31-2023 |
BEATON MANAGEMENT CO INC | Common | 2652 | $989,000 | 6,185 | 0.64 | 0.62 | 0 | 0.00 | 09-30-2023 |
BCS WEALTH MANAGEMENT | COM | 2653 | $372,000 | 6,179 | 0.12 | 0.11 | 4,334 | 234.91 | 03-31-2024 |
RENASANT BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,032 | 49.01 | 12-31-2023 |