Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VICUS CAPITAL | COM | 1851 | $445,429 | 1,486 | 0.00 | 0.00 | -1,087 | -42.25 | 06-30-2024 |
DUNCAN WILLIAMS ASSET MANAGEMENT LLC | Stock | 1852 | $444,851 | 1,484 | 0.00 | 0.00 | 350 | 30.86 | 06-30-2024 |
KEYSTONE FINANCIAL GROUP | Common Stock | 1853 | $444,866 | 1,484 | 0.00 | 0.00 | -236 | -13.72 | 06-30-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1854 | $442,864 | 1,477 | 0.00 | 0.00 | -11 | -0.74 | 06-30-2024 |