Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEETS SMITH WEALTH MANAGEMENT | COM | 1301 | $2,122,108 | 10,119 | 0.00 | 0.00 | 49 | 0.49 | 12-31-2023 |
CHICAGO CAPITAL LLC | COM | 1302 | $2,075,826 | 10,114 | 0.00 | 0.00 | -167 | -1.62 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | 1303 | $2,114,925 | 10,085 | 0.00 | 10,085 | +Inf | 12-31-2023 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -0.20 | 03-31-2024 |