Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 1951 | $9,475 | 46 | 0.00 | 46 | +Inf | 03-31-2024 | |
SALEM INVESTMENT COUNSELORS INC | COM | 1952 | $9,270 | 45 | 0.00 | 0.00 | 20 | 80.00 | 03-31-2024 |
HORIZONS WEALTH MANAGEMENT | Stock | 1953 | $8,337 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1954 | $8,857 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |