Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 4851 | $461,139 | 881 | 0.00 | 0.00 | 159 | 22.02 | 03-31-2024 |
MORRIS FINANCIAL CONCEPTS INC | CL A | 4852 | $426,825 | 879 | 0.00 | 0.00 | -62 | -6.59 | 03-31-2024 |
PHILLIPS WEALTH PLANNERS LLC | CL A | 4853 | $435,291 | 871 | 0.00 | 0.00 | 105 | 13.71 | 03-31-2024 |
ELDRIDGE INVESTMENT ADVISORS INC | COM | 4854 | $422,000 | 870 | 0.11 | 0.08 | 0 | 0.00 | 03-31-2024 |