Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILDRESS CAPITAL ADVISORS LLC | COM | 3101 | $8,307,235 | 48,444 | 0.00 | 0.00 | -4,030 | -7.68 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 3102 | $9,324,909 | 48,434 | 0.00 | 0.00 | -85 | -0.18 | 12-31-2023 |
VESTMARK ADVISORY SOLUTIONS INC | COM | 3103 | $9,311,561 | 48,364 | 0.00 | 0.00 | -3,559 | -6.85 | 12-31-2023 |
MARINO STRAM & ASSOCIATES LLC | COM | 3104 | $8,293,272 | 48,363 | 0.00 | 0.00 | -1,053 | -2.13 | 03-31-2024 |