Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEUDELL/MORRISON WEALTH MANAGEMENT | CL B | 1551 | $389,890 | 8,292 | 0.00 | 0.00 | -48 | -0.58 | 03-31-2024 |
LOVELESS WEALTH MANAGEMENT LLC | CL B | 1552 | $243,000 | 8,290 | 0.16 | 0.13 | 2,400 | 40.75 | 06-30-2022 |
BROOKSTONE CAPITAL MANAGEMENT | CL B | 1553 | $386,380 | 8,217 | 0.00 | 0.00 | 883 | 12.04 | 03-31-2024 |
BARD FINANCIAL SERVICES INC | COM | 1554 | $386,034 | 8,210 | 0.00 | 0.00 | 165 | 2.05 | 03-31-2024 |