Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | COM | 1301 | $998,076 | 6,245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
THRIVE WEALTH MANAGEMENT LLC | COM | 1302 | $705,209 | 6,243 | 0.00 | 0.00 | -1,330 | -17.56 | 09-30-2023 |
ASSETMARK INC | COM | 1303 | $825,601 | 6,215 | 0.00 | 0.00 | 912 | 17.20 | 12-31-2023 |
EUKLES ASSET MANAGEMENT | Common Stock | 1304 | $819,889 | 6,172 | 0.00 | 0.00 | 8 | 0.13 | 12-31-2023 |