Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | BAX | Liquidated | $0 | 0 | 0.00 | 56 | +Inf | 03-31-2024 | |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1802 | $2,351 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 1803 | $2,088 | 54 | 0.00 | 0.00 | -247 | -82.06 | 12-31-2023 |
WINCH ADVISORY SERVICES LLC | COM | 1804 | $2,086 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |