Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | UNIT SER 1 | 3051 | $721,859 | 1,626 | 0.00 | 0.00 | 302 | 22.81 | 03-31-2024 |
PVG ASSET MANAGEMENT CORP | ETF | 3052 | $665,879 | 1,626 | 0.00 | 0.00 | -200 | -10.95 | 12-31-2023 |
HUDSON VALUE PARTNERS LLC | ETF | 3053 | $718,852 | 1,619 | 0.00 | 0.00 | 403 | 33.14 | 03-31-2024 |
VISTA CAPITAL PARTNERS INC | COM | 3054 | $718,841 | 1,619 | 0.00 | 0.00 | 25 | 1.57 | 03-31-2024 |