Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 701 | $7,785,336 | 21,246 | 0.00 | 0.00 | -424 | -1.96 | 03-31-2024 |
KNUFF & CO LLC | COM | 702 | $6,255,490 | 21,157 | 0.00 | 0.00 | 150 | 0.71 | 12-31-2023 |
CHURCHILL MANAGEMENT CORP | COM | 703 | $7,737,671 | 21,116 | 0.00 | 0.00 | 119 | 0.57 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 704 | $7,690,475 | 20,988 | 0.00 | 0.00 | -686 | -3.17 | 03-31-2024 |