Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUILDER INVESTMENT GROUP INC /ADV | CL A | 2251 | $565,314 | 12,892 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BILTMORE WEALTH MANAGEMENT LLC | CL A | 2252 | $485,554 | 12,808 | 0.00 | 0.21 | 3,697 | 40.58 | 03-31-2023 |
PALUMBO WEALTH MANAGEMENT LLC | CL A | 2253 | $554,896 | 12,800 | 0.00 | 0.00 | 81 | 0.64 | 03-31-2024 |
MEANS INVESTMENT CO INC | CL A | 2254 | $554,394 | 12,789 | 0.00 | 0.00 | -305 | -2.33 | 03-31-2024 |