Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULCRUM EQUITY MANAGEMENT | COM | 1651 | $421,683 | 4,683 | 0.00 | 0.00 | 570 | 13.86 | 03-31-2024 |
DOYLE WEALTH MANAGEMENT | COM | 1652 | $327,000 | 4,653 | 0.03 | 0.03 | -2 | -0.04 | 09-30-2022 |
CADENCE BANK | COM | 1653 | $373,000 | 4,650 | 0.05 | 0.05 | -232 | -4.75 | 06-30-2022 |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | COM | 1654 | $370,572 | 4,649 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |