Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 1951 | $1,502 | 25 | 0.00 | 0.00 | 16 | 177.78 | 12-31-2023 |
ALBION FINANCIAL GROUP /UT | COM | 1952 | $1,855 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
ORG PARTNERS LLC | COMMON STOCK | 1953 | $1,746 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |