Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH MOORE & CO | COM | 1151 | $611,438 | 9,387 | 0.00 | 0.00 | -2,753 | -22.68 | 12-31-2023 |
EVERNEST FINANCIAL ADVISORS LLC | COM | 1152 | $610,736 | 9,376 | 0.00 | 9,376 | +Inf | 12-31-2023 | |
KEY FINANCIAL INC | COM | 1153 | $610,492 | 9,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROI FINANCIAL ADVISORS LLC | COM | 1154 | $610,000 | 9,360 | 0.00 | 9,360 | +Inf | 12-31-2023 |