Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BLUFFS WEALTH MANAGEMENT LLC | CAP STK CL A | 2751 | $2,956,719 | 19,590 | 0.00 | 0.00 | 163 | 0.84 | 03-31-2024 |
VERABANK NA | Common Stock | 2752 | $2,951,738 | 19,557 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SABAL TRUST CO | CAP STK CL A | 2753 | $2,337,382 | 19,527 | 0.00 | 19,527 | +Inf | 06-30-2023 | |
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 19,516 | +Inf | 12-31-2023 |