Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIVIN & ASSOCIATES INC | COM | 2901 | $90,000 | 300 | 0.10 | 0.11 | 0 | 0.00 | 06-30-2022 |
CAROLINAS WEALTH CONSULTING LLC | COM | 2902 | $120,094 | 300 | 0.00 | 0.00 | 130 | 76.47 | 12-31-2023 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2903 | $119,000 | 289 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2904 | $99,000 | 289 | 0.01 | 0.00 | 164 | 131.20 | 12-31-2021 |