Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAK HILL WEALTH ADVISORS LLC | COM | 1501 | $247,103 | 2,870 | 0.00 | 0.00 | -1,435 | -33.33 | 03-31-2024 |
PALLADIUM PARTNERS LLC | COM | 1502 | $286,000 | 2,866 | 0.01 | 2,866 | +Inf | 03-31-2022 | |
RED DOOR WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,864 | +Inf | 03-31-2024 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1504 | $245,992 | 2,857 | 0.00 | 0.00 | -335 | -10.49 | 03-31-2024 |