Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 1451 | $72,145 | 237 | 0.00 | 0.00 | 3 | 1.28 | 12-31-2023 |
WFA OF SAN DIEGO LLC | COM | 1452 | $60,610 | 230 | 0.00 | 230 | +Inf | 09-30-2023 | |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1453 | $66,640 | 230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1454 | $68,888 | 228 | 0.00 | 0.00 | 15 | 7.04 | 03-31-2023 |