Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTRESS WEALTH MANAGEMENT INC | COM | 3401 | $273,272 | 1,381 | 0.00 | 0.00 | 21 | 1.54 | 06-30-2024 |
B&D WHITE CAPITAL COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,381 | +Inf | 03-31-2024 | |
INSIGHT WEALTH PARTNERS LLC | COM | 3403 | $271,887 | 1,374 | 0.00 | 1,374 | +Inf | 06-30-2024 | |
COLONIAL TRUST ADVISORS | Stock | 3404 | $271,096 | 1,370 | 0.00 | 0.00 | 398 | 40.95 | 06-30-2024 |