Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM NEW | 2001 | $360,170 | 5,695 | 0.00 | 0.00 | -116 | -2.00 | 03-31-2024 |
NBC SECURITIES INC | Stock | 2002 | $359,000 | 5,684 | 0.03 | 0.03 | -581 | -9.27 | 03-31-2024 |
GILBERT & COOK INC | COM NEW | 2003 | $358,381 | 5,667 | 0.00 | 0.00 | 20 | 0.35 | 03-31-2024 |
GRATUS WEALTH ADVISORS LLC | COM NEW | 2004 | $290,430 | 5,646 | 0.00 | 5,646 | +Inf | 12-31-2023 |