Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZONS WEALTH MANAGEMENT | Stock | 1351 | $6,250 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $5,859 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 1353 | $6,000 | 44 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1354 | $6,108 | 43 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |