Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 651 | $408,489 | 4,076 | 0.00 | 0.00 | 712 | 21.17 | 06-30-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 652 | $398,836 | 4,071 | 0.00 | 4,071 | +Inf | 06-30-2024 | |
GILBERT & COOK INC | COM | 653 | $396,974 | 4,052 | 0.00 | 0.00 | -387 | -8.72 | 06-30-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 654 | $394,427 | 4,026 | 0.00 | 0.00 | 111 | 2.84 | 06-30-2024 |