Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 1901 | $2,556 | 73 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1902 | $2,506 | 71 | 0.00 | 0.00 | 5 | 7.58 | 06-30-2024 |
KB FINANCIAL PARTNERS LLC | COM | 1903 | $2,000 | 69 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TFC FINANCIAL MANAGEMENT INC | COM | 1904 | $2,347 | 67 | 0.00 | 0.00 | -4 | -5.63 | 06-30-2024 |