Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OMNIA FAMILY WEALTH LLC | COM | Liquidated | $220,619 | 3,654 | 0.00 | 0.00 | 3,654 | +Inf | 03-31-2024 |
TALBOT FINANCIAL LLC | COM | 3152 | $219,432 | 3,647 | 0.00 | 3,647 | +Inf | 03-31-2024 | |
CHILTON INVESTMENT CO INC | COMMON STOCK | 3153 | $574,477 | 3,644 | 0.00 | 0.00 | 1,234 | 51.20 | 12-31-2023 |
INTEGRITY ADVISORY LLC | COM | 3154 | $516,390 | 3,642 | 0.00 | 0.44 | -39 | -1.06 | 12-31-2022 |