Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1251 | $242,151 | 968 | 0.00 | 0.00 | 17 | 1.79 | 03-31-2024 |
CHILDRESS CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 963 | +Inf | 12-31-2023 | |
WEST OAK CAPITAL LLC | COM | 1253 | $211,446 | 963 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1254 | $240,288 | 961 | 0.00 | 0.00 | -227 | -19.11 | 03-31-2024 |