Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 2051 | $965,584 | 25,612 | 0.00 | 25,612 | +Inf | 12-31-2023 | |
RDA FINANCIAL NETWORK | COM | 2052 | $1,074,343 | 25,604 | 0.00 | 0.00 | -21 | -0.08 | 03-31-2024 |
STOKES FAMILY OFFICE LLC | COM | 2053 | $961,354 | 25,500 | 0.00 | 0.00 | -20,970 | -45.13 | 12-31-2023 |
MURPHY MIDDLETON HINKLE & PARKER INC | COM | 2054 | $1,069,271 | 25,483 | 0.00 | 0.00 | 26 | 0.10 | 03-31-2024 |