Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT NETWORK INC | COM | 3351 | $250,106 | 2,271 | 0.00 | 0.00 | 8 | 0.35 | 03-31-2024 |
TEMPUS WEALTH PLANNING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -240 | -9.56 | 03-31-2024 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | COM | 3353 | $257,673 | 2,267 | 0.00 | 2,267 | +Inf | 03-31-2024 | |
PERENNIAL INVESTMENT ADVISORS LLC | COM | 3354 | $257,496 | 2,264 | 0.00 | 0.00 | -54 | -2.33 | 03-31-2024 |