Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | COM | 5351 | $1,365,236 | 3,245 | 0.00 | 0.00 | 498 | 18.13 | 03-31-2024 |
GROUND SWELL CAPITAL LLC | COM | 5352 | $1,219,122 | 3,242 | 0.00 | 3,242 | +Inf | 12-31-2023 | |
INSIGHT FOLIOS INC | COM | 5353 | $1,363,258 | 3,240 | 0.00 | 0.00 | 395 | 13.88 | 03-31-2024 |
CADENCE BANK NA | COMMON STOCK | 5354 | $755,000 | 3,239 | 4.69 | 4.01 | -44,961 | -93.28 | 09-30-2022 |