Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 1001 | $271,902 | 1,535 | 0.00 | 0.00 | 408 | 36.20 | 03-31-2024 |
ABACUS PLANNING GROUP INC | COM | 1002 | $234,253 | 1,523 | 0.00 | 0.00 | -19 | -1.23 | 12-31-2023 |
OAK HILL WEALTH ADVISORS LLC | COM | 1003 | $265,785 | 1,500 | 0.00 | 0.00 | -230 | -13.29 | 03-31-2024 |
KORE PRIVATE WEALTH LLC | COM | 1004 | $235,000 | 1,500 | 0.03 | 0.03 | -392 | -20.72 | 03-31-2022 |