Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 4001 | $175,113 | 3,509 | 0.00 | 3,509 | +Inf | 03-31-2024 | |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,485 | +Inf | 12-31-2023 | |
PRAIRIEVIEW PARTNERS LLC | COM | 4003 | $175,000 | 3,473 | 0.02 | 0.02 | -125 | -3.47 | 12-31-2023 |
GRACE CAPITAL | COM | 4004 | $218,000 | 3,445 | 0.13 | 0.12 | 0 | 0.00 | 12-31-2021 |