Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM | 651 | $899,000 | 7,550 | 0.05 | 0.05 | 0 | 0.00 | 06-30-2022 |
EMPIRICAL FINANCE LLC | COM | 652 | $511,957 | 7,510 | 0.00 | 0.00 | 802 | 11.96 | 09-30-2023 |
CONNECTUS WEALTH LLC | COM | 653 | $602,147 | 7,436 | 0.00 | 0.00 | 87 | 1.18 | 12-31-2023 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 654 | $600,231 | 7,413 | 0.00 | 0.00 | -1,174 | -13.67 | 12-31-2023 |