Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | COM | 1451 | $2,096 | 14 | 0.00 | 0.00 | 2 | 16.67 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1452 | $1,919 | 14 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | 1453 | $1,746 | 12 | 0.00 | 0.00 | 4 | 50.00 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1454 | $1,745 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |