Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 1151 | $15,063 | 355 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1152 | $24,000 | 354 | 0.01 | 0.01 | -25 | -6.60 | 06-30-2021 |
BFSG LLC | COM | 1153 | $14,090 | 354 | 0.00 | 354 | +Inf | 03-31-2024 | |
GOODWIN INVESTMENT ADVISORY | COM | 1154 | $13,966 | 351 | 0.00 | 351 | +Inf | 03-31-2024 |