Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MURPHY MIDDLETON HINKLE & PARKER INC | COM | 2251 | $459,762 | 8,478 | 0.00 | 0.00 | -179 | -2.07 | 03-31-2024 |
ASPEN INVESTMENT MANAGEMENT INC | COM | 2252 | $459,000 | 8,464 | 0.23 | 0.25 | -357 | -4.05 | 03-31-2024 |
KPP ADVISORY SERVICES LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 8,461 | +Inf | 03-31-2024 | |
VISIONARY WEALTH ADVISORS | COM | 2254 | $458,316 | 8,451 | 0.00 | 0.00 | 581 | 7.38 | 03-31-2024 |