Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 2051 | $620,904 | 6,794 | 0.00 | 0.00 | 579 | 9.32 | 03-31-2024 |
JW COLE ADVISORS INC | COM | 2052 | $620,940 | 6,793 | 0.00 | 0.00 | -366 | -5.11 | 03-31-2024 |
STILES FINANCIAL SERVICES INC | COM | 2053 | $619,837 | 6,785 | 0.00 | 0.00 | -185 | -2.65 | 03-31-2024 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC | COM | 2054 | $619,350 | 6,777 | 0.00 | 0.00 | 16 | 0.24 | 03-31-2024 |