Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | COM | 951 | $280,219 | 1,806 | 0.00 | 0.02 | -184 | -9.25 | 03-31-2023 |
44 WEALTH MANAGEMENT LLC | COM | 952 | $301,078 | 1,802 | 0.00 | 0.00 | -41 | -2.22 | 06-30-2023 |
OLISTICO WEALTH LLC | COM | 953 | $294,754 | 1,794 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EVOKE WEALTH LLC | COM | 954 | $294,496 | 1,792 | 0.00 | 0.00 | 52 | 2.99 | 12-31-2023 |