Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 1401 | $38,288 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRANSAMERICA FINANCIAL ADVISORS INC | COM | 1402 | $38,000 | 198 | 0.00 | 0.02 | -726 | -78.57 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1403 | $37,714 | 197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HILLTOP NATIONAL BANK | COM | 1404 | $36,374 | 190 | 0.00 | 190 | +Inf | 03-31-2024 |