Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANDERBILT UNIVERSITY | COM | 451 | $2,468,855 | 45,635 | 0.00 | 0.00 | 31,226 | 216.71 | 03-31-2024 |
IBEX WEALTH ADVISORS | COM | 452 | $2,861,000 | 45,105 | 0.78 | 0.51 | 4,663 | 11.53 | 03-31-2024 |
BLACKHAWK CAPITAL PARTNERS LLC | COM | 453 | $2,430,172 | 44,920 | 0.00 | 44,920 | +Inf | 03-31-2024 | |
FOURTHOUGHT FINANCIAL PARTNERS LLC | REIT | 454 | $2,426,907 | 44,860 | 0.00 | 0.00 | 3,109 | 7.45 | 03-31-2024 |