Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 1601 | $16,095,805 | 89,233 | 0.00 | 0.00 | 345 | 0.39 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1602 | $16,094,063 | 89,223 | 0.00 | 0.00 | -458 | -0.51 | 03-31-2024 |
PHYSICIANS FINANCIAL SERVICES INC | COM | 1603 | $16,070,000 | 89,089 | 5.66 | 5.12 | 200 | 0.22 | 03-31-2024 |
GREATMARK INVESTMENT PARTNERS INC | Stock | 1604 | $16,047,507 | 88,965 | 0.00 | 0.00 | -868 | -0.97 | 03-31-2024 |