Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT COUNSEL INC | COM | 2251 | $223,640 | 5,127 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEGENT EQUITY ADVISORS INC | COM | 2252 | $223,247 | 5,118 | 0.00 | 5,118 | +Inf | 03-31-2024 | |
ARCHER INVESTMENT CORP | COM | 2253 | $223,154 | 5,116 | 0.00 | 5,116 | +Inf | 03-31-2024 | |
RKL WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,115 | +Inf | 03-31-2024 |