Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE FINANCIAL PARTNERS INC | COM | 651 | $1,349,196 | 46,237 | 0.00 | 0.00 | -4,422 | -8.73 | 03-31-2024 |
ONE CHARLES PRIVATE WEALTH SERVICES LLC | COM | 652 | $1,338,895 | 45,884 | 0.00 | 0.00 | -1,115 | -2.37 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 653 | $1,333,014 | 45,682 | 0.00 | 0.00 | -72 | -0.16 | 03-31-2024 |
CAPITAL CITY TRUST CO/FL | COM | 654 | $1,329,703 | 45,569 | 0.00 | 0.00 | 18,693 | 69.55 | 03-31-2024 |