Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY TRUST | COM | 1401 | $822,422 | 4,231 | 0.00 | 0.00 | 5 | 0.12 | 06-30-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1402 | $817,177 | 4,204 | 0.00 | 0.00 | 4 | 0.10 | 06-30-2024 |
CORRECT CAPITAL WEALTH MANAGEMENT | REIT | 1403 | $815,604 | 4,196 | 0.00 | 0.00 | 739 | 21.38 | 06-30-2024 |
PRIVATE ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,597 | -27.57 | 03-31-2024 |