Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | CL A | 2151 | $4,194,780 | 11,851 | 0.00 | 11,851 | +Inf | 12-31-2023 | |
GEOWEALTH MANAGEMENT LLC | CL A | 2152 | $4,186,000 | 11,828 | 0.35 | 0.01 | 11,446 | 2996.34 | 12-31-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | CL A | 2153 | $5,728,715 | 11,798 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARDEN TRUST CO | COMMON STOCK | 2154 | $5,723,044 | 11,786 | 0.00 | 0.00 | -614 | -4.95 | 03-31-2024 |