Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST INTERSTATE BANK | COM | 1251 | $2,731,170 | 28,200 | 0.00 | 0.00 | -413 | -1.44 | 09-30-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1252 | $1,796,022 | 28,126 | 0.00 | 0.00 | -252 | -0.89 | 12-31-2023 |
OAK HARBOR WEALTH PARTNERS LLC | COM | 1253 | $3,182,480 | 28,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICW INVESTMENT ADVISORS LLC | COM | 1254 | $3,079,755 | 27,980 | 0.00 | 0.00 | 162 | 0.58 | 12-31-2023 |