Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRACLE MILE ADVISORS LLC | SHS | 1301 | $1,354,842 | 4,333 | 0.00 | 0.00 | 726 | 20.13 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | SHS | 1302 | $1,359,685 | 4,332 | 0.00 | 0.00 | 81 | 1.91 | 03-31-2024 |
COREFIRST BANK & TRUST | Com | 1303 | $1,354,530 | 4,332 | 0.00 | 0.00 | -455 | -9.50 | 03-31-2024 |
LANTERN WEALTH ADVISORS LLC | SHS | 1304 | $1,035,526 | 4,300 | 0.00 | 4,300 | +Inf | 12-31-2023 |