Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1101 | $20,881 | 196 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1102 | $20,806 | 195 | 0.00 | 195 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 1103 | $21,151 | 184 | 0.00 | 0.00 | 84 | 84.00 | 06-30-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1104 | $16,920 | 183 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |