Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCARBOROUGH ADVISORS LLC | COM | 1151 | $2,279 | 180 | 0.00 | 180 | +Inf | 12-31-2023 | |
RFP FINANCIAL GROUP LLC | MPW | 1152 | $948 | 174 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -577 | -76.93 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1154 | $905 | 166 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |