Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOODMONT INVESTMENT COUNSEL LLC | COM | 651 | $1,435,107 | 10,737 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 652 | $1,236,298 | 10,714 | 0.00 | 0.00 | 692 | 6.90 | 09-30-2023 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 653 | $1,425,000 | 10,661 | 0.00 | 0.00 | -1,658 | -13.46 | 03-31-2024 |
CORNERSTONE MANAGEMENT INC | COM | 654 | $1,352,042 | 10,646 | 0.00 | 0.00 | -197 | -1.82 | 12-31-2023 |