Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 501 | $18,837 | 345 | 0.00 | 345 | +Inf | 03-31-2024 | |
TIMESCALE FINANCIAL INC | COM | 502 | $20,197 | 335 | 0.00 | 335 | +Inf | 06-30-2023 | |
CHILTON CAPITAL MANAGEMENT LLC | COM | 503 | $17,909 | 328 | 0.00 | 0.02 | -4,500 | -93.21 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 504 | $0 | 327 | 0.00 | 327 | +Inf | 03-31-2024 |