Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD NORTH STATE TRUST LLC | COM | 1651 | $490,000 | 4,433 | 0.38 | 0.44 | -57 | -1.27 | 09-30-2023 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1652 | $629,539 | 4,420 | 0.00 | 0.00 | -1,533 | -25.75 | 12-31-2023 |
PROFESSIONAL PLANNING | COM | 1653 | $1,009,000 | 4,412 | 0.48 | 0.51 | -185 | -4.02 | 09-30-2021 |
MKD WEALTH COACHES LLC | Stock | 1654 | $1,018,000 | 4,400 | 1.39 | 1.58 | 0 | 0.00 | 12-31-2021 |