Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT PARTNERS ASSET MANAGEMENT INC | COM | 1501 | $238,080 | 4,840 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1502 | $237,476 | 4,828 | 0.00 | 0.00 | -889 | -15.55 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 1503 | $238,909 | 4,822 | 0.00 | 0.00 | 596 | 14.10 | 03-31-2024 |
MINOT WEALTH MANAGEMENT LLC | COM | 1504 | $409,000 | 4,819 | 0.09 | 0.08 | 7 | 0.15 | 03-31-2022 |