Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHRACTION MANAGEMENT LLC | COM | 5001 | $282,814 | 313 | 0.00 | 313 | +Inf | 03-31-2024 | |
GREATMARK INVESTMENT PARTNERS INC | Stock | 5002 | $280,104 | 310 | 0.00 | 310 | +Inf | 03-31-2024 | |
VERABANK NA | Common Stock | 5003 | $280,104 | 310 | 0.00 | 310 | +Inf | 03-31-2024 | |
MORTON BROWN FAMILY WEALTH LLC | Stock | 5004 | $279,214 | 309 | 0.00 | 0.00 | -39 | -11.21 | 03-31-2024 |