Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 401 | $1,201,015 | 6,028 | 0.00 | 0.00 | -146 | -2.36 | 03-31-2024 |
CORIENT PRIVATE WEALTH LLC | COM | 402 | $1,189,411 | 5,969 | 0.00 | 0.00 | 437 | 7.90 | 03-31-2024 |
EVERGREEN PRIVATE WEALTH LLC | COM | 403 | $1,192,109 | 5,968 | 0.00 | 5,968 | +Inf | 12-31-2023 | |
HEADLANDS TECHNOLOGIES LLC | COM | 404 | $1,185,139 | 5,948 | 0.00 | 5,948 | +Inf | 03-31-2024 |