Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYSTONE FINANCIAL GROUP | Common Stock | 1701 | $285,469 | 3,345 | 0.00 | 0.00 | -243 | -6.77 | 12-31-2023 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1702 | $210,598 | 3,337 | 0.00 | 0.00 | -783 | -19.00 | 06-30-2023 |
AMERICA FIRST INVESTMENT ADVISORS LLC | COM | 1703 | $393,163 | 3,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1704 | $284,773 | 3,333 | 0.00 | 0.00 | 1,250 | 60.01 | 12-31-2023 |