Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM | 1551 | $12,323 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINA WEALTH ADVISORS LLC | Stock | 1553 | $11,706 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1554 | $14,000 | 57 | 0.00 | 0.00 | -6 | -9.52 | 03-31-2024 |