Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVIDENT INVESTMENT MANAGEMENT INC | COM | 3001 | $783,576 | 4,303 | 0.00 | 0.00 | 608 | 16.45 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 3002 | $640,513 | 4,297 | 0.00 | 0.00 | -55 | -1.26 | 09-30-2023 |
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 3003 | $781,481 | 4,291 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMITH SHELLNUT WILSON LLC /ADV | COM | 3004 | $780,663 | 4,287 | 0.00 | 0.00 | -187 | -4.18 | 03-31-2024 |