Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL ASSETS ADVISORY LLC | COM | 551 | $1,885,000 | 81,470 | 0.09 | 81,470 | +Inf | 03-31-2024 | |
CFM WEALTH PARTNERS LLC | COM | 552 | $3,486,547 | 79,930 | 0.00 | 0.00 | -1,708 | -2.09 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 553 | $3,452,696 | 79,154 | 0.00 | 0.00 | 3,289 | 4.34 | 03-31-2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | COM | 554 | $3,501,063 | 78,464 | 0.00 | 0.09 | 54,689 | 230.03 | 03-31-2023 |