Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1301 | $16,144 | 111 | 0.00 | 111 | +Inf | 03-31-2024 | |
CNB BANK | COM | 1302 | $15,998 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1303 | $14,978 | 109 | 0.00 | 109 | +Inf | 12-31-2023 | |
VALLEY NATIONAL ADVISERS INC | COM | 1304 | $15,000 | 109 | 0.00 | 0.00 | -17 | -13.49 | 03-31-2024 |