Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 1451 | $1,491,000 | 18,692 | 0.38 | 0.50 | -1,465 | -7.27 | 03-31-2024 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 1452 | $1,490,236 | 18,684 | 0.00 | 0.00 | -1,410 | -7.02 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1453 | $1,911,000 | 18,665 | 0.10 | 0.08 | 921 | 5.19 | 12-31-2021 |
PARALLEL ADVISORS LLC | Stock | 1454 | $1,487,716 | 18,652 | 0.00 | 0.00 | -3,400 | -15.42 | 03-31-2024 |