Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAHABA WEALTH MANAGEMENT INC | COM | 2801 | $473,208 | 12,479 | 0.00 | 0.00 | 669 | 5.66 | 03-31-2024 |
O'ROURKE & COMPANY INC | COM | 2802 | $473,000 | 12,475 | 0.27 | 0.26 | 476 | 3.97 | 03-31-2024 |
KJ HARRISON & PARTNERS INC | COM | 2803 | $472,104 | 12,450 | 0.00 | 0.00 | 480 | 4.01 | 03-31-2024 |
BRAVE ASSET MANAGEMENT INC | COM | 2804 | $417,340 | 12,395 | 0.00 | 0.00 | -2,400 | -16.22 | 12-31-2023 |