Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES | COM | 1701 | $423,842 | 2,652 | 0.00 | 0.00 | -1,380 | -34.23 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 1702 | $422,405 | 2,643 | 0.00 | 0.00 | -64 | -2.36 | 03-31-2024 |
AVESTAR CAPITAL LLC | COM | 1703 | $350,432 | 2,638 | 0.00 | 0.00 | 766 | 40.92 | 12-31-2023 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1704 | $419,207 | 2,623 | 0.00 | 0.00 | -49 | -1.83 | 03-31-2024 |