Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSTREAM ADVISORS INC | SHS CLASS A | 2351 | $463,032 | 1,320 | 0.00 | 0.00 | 475 | 56.21 | 12-31-2023 |
ANDESA FINANCIAL MANAGEMENT INC | SHS CLASS A | 2352 | $352,229 | 1,320 | 0.00 | 0.21 | 87 | 7.06 | 12-31-2022 |
GREATMARK INVESTMENT PARTNERS INC | Stock | 2353 | $462,499 | 1,318 | 0.00 | 0.00 | 3 | 0.23 | 12-31-2023 |
SEMUS WEALTH PARTNERS LLC | SHS CLASS A | 2354 | $462,499 | 1,318 | 0.00 | 0.00 | 157 | 13.52 | 12-31-2023 |