Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CITIZENS FINANCIAL CORP | Common Stock | 1851 | $322,609 | 7,454 | 0.00 | 0.00 | -115 | -1.52 | 12-31-2023 |
PENDAL GROUP LTD | COM NEW | 1852 | $324,764 | 7,447 | 0.00 | 7,447 | +Inf | 12-31-2022 | |
TYCHE WEALTH PARTNERS LLC | COM NEW | 1853 | $332,760 | 7,444 | 0.00 | 0.00 | -9,373 | -55.74 | 03-31-2024 |
MOSS ADAMS WEALTH ADVISORS LLC | COM NEW | 1854 | $336,214 | 7,440 | 0.00 | 7,440 | +Inf | 03-31-2024 |