Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | SHS | 1501 | $253,893 | 1,717 | 0.00 | 0.00 | -10 | -0.58 | 03-31-2024 |
JACKSON HOLE CAPITAL PARTNERS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPTAS LLC | SHS | 1503 | $211,361 | 1,711 | 0.00 | 0.00 | -40 | -2.28 | 09-30-2023 |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | SHS | 1504 | $248,413 | 1,710 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |