Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVEN MILE ADVISORY | Stock | 3501 | $412,526 | 2,766 | 0.00 | 0.00 | 247 | 9.81 | 12-31-2023 |
OLD NORTH STATE TRUST LLC | COM | 3502 | $466,000 | 2,764 | 0.36 | 0.34 | -176 | -5.99 | 09-30-2023 |
TOWERCREST CAPITAL MANAGEMENT | COM | 3503 | $411,831 | 2,761 | 0.00 | 0.00 | -19 | -0.68 | 12-31-2023 |
ATWATER MALICK LLC | COM | 3504 | $434,574 | 2,755 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |