Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 651 | $576,734 | 2,994 | 0.00 | 0.00 | 279 | 10.28 | 03-31-2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | COM | 652 | $559,590 | 2,905 | 0.00 | 0.00 | -5 | -0.17 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 653 | $559,142 | 2,903 | 0.00 | 0.00 | -236 | -7.52 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,878 | +Inf | 12-31-2023 |