Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZIONS BANCORPORATION NA | Com | 1551 | $24,841 | 822 | 0.00 | 0.00 | -44 | -5.08 | 03-31-2024 |
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 1552 | $24,072 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 1553 | $24,176 | 800 | 0.00 | 0.00 | -606 | -43.10 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 1554 | $24,291 | 794 | 0.00 | 0.00 | -380 | -32.37 | 03-31-2024 |