Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CCM INVESTMENT ADVISERS LLC | COM | 4951 | $223,038 | 1,216 | 0.00 | 1,216 | +Inf | 06-30-2024 | |
ASPIRE PRIVATE CAPITAL LLC | CAP STK CL C | 4952 | $221,582 | 1,208 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVID WEALTH PARTNERS LLC | CAP STK CL C | 4953 | $221,205 | 1,206 | 0.00 | 0.00 | -163 | -11.91 | 06-30-2024 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | COM | 4954 | $220,104 | 1,200 | 0.00 | 1,200 | +Inf | 06-30-2024 |