Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 1851 | $165,801 | 14,039 | 0.00 | 0.00 | -1,867 | -11.74 | 03-31-2024 |
D L CARLSON INVESTMENT GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,686 | -20.86 | 12-31-2023 |
TRINITY LEGACY PARTNERS LLC | COM | 1853 | $173,567 | 13,975 | 0.00 | 0.00 | -2,598 | -15.68 | 09-30-2023 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 1854 | $185,495 | 13,968 | 0.00 | 0.00 | 1,033 | 7.99 | 03-31-2024 |