Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH SHELLNUT WILSON LLC /ADV | COM | 901 | $205,442 | 1,944 | 0.00 | 1,944 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 902 | $193,125 | 1,919 | 0.00 | 1,919 | +Inf | 09-30-2022 | |
BESSEMER GROUP INC | SC | 903 | $203,000 | 1,880 | 0.00 | 0.00 | -972 | -34.08 | 03-31-2023 |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 904 | $207,000 | 1,835 | 0.06 | 1,835 | +Inf | 12-31-2021 |