Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1301 | $3,186 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1302 | $3,106 | 39 | 0.00 | 39 | +Inf | 03-31-2024 | |
GILLILAND JETER WEALTH MANAGEMENT LLC | SHS | 1303 | $2,947 | 37 | 0.00 | 37 | +Inf | 03-31-2024 | |
HILLTOP NATIONAL BANK | SHS | 1304 | $2,788 | 35 | 0.00 | 35 | +Inf | 03-31-2024 |