Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALTON & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 6,745 | +Inf | 03-31-2024 | |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT LLC | COM | 1352 | $430,524 | 6,728 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 1353 | $470,431 | 6,723 | 0.00 | 0.00 | 18 | 0.27 | 03-31-2024 |
VALMARK ADVISERS INC | COM | 1354 | $437,227 | 6,712 | 0.00 | 6,712 | +Inf | 12-31-2023 |