Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 2101 | $1,086,063 | 4,371 | 0.00 | 0.00 | 35 | 0.81 | 12-31-2023 |
TRUE NORTH ADVISORS LLC | COM | 2102 | $767,340 | 4,365 | 0.00 | 0.00 | -8 | -0.18 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 4,363 | +Inf | 03-31-2024 | |
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | COM | 2104 | $1,089,958 | 4,356 | 0.00 | 0.00 | 1,256 | 40.52 | 09-30-2023 |