Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM | 451 | $27,898 | 1,850 | 0.00 | 1,850 | +Inf | 03-31-2024 | |
UMB BANK NA | COM | 452 | $25,561 | 1,695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 453 | $25,169 | 1,669 | 0.00 | 0.00 | 429 | 34.60 | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 454 | $24,716 | 1,639 | 0.00 | 1,639 | +Inf | 03-31-2024 |