Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT ADVISORS LLC | COM | 1551 | $1,275,062 | 13,952 | 0.00 | 0.00 | 1,242 | 9.77 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 1552 | $1,273,611 | 13,936 | 0.00 | 0.07 | -1,294 | -8.50 | 03-31-2024 |
MADRONA FINANCIAL SERVICES LLC | COM | 1553 | $1,271,870 | 13,917 | 0.00 | 0.00 | 1,513 | 12.20 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM | 1554 | $1,267,000 | 13,864 | 0.09 | 0.07 | 6,050 | 77.43 | 03-31-2024 |