Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHANSON FINANCIAL ADVISORS INC | COM | 2401 | $869,000 | 8,060 | 0.30 | 0.32 | 68 | 0.85 | 09-30-2021 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2402 | $1,091,000 | 8,059 | 0.09 | 0.07 | 621 | 8.35 | 12-31-2021 |
ALTA WEALTH ADVISORS LLC | COM | 2403 | $1,465,741 | 8,049 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 2404 | $1,465,434 | 8,047 | 0.00 | 0.00 | -144 | -1.76 | 03-31-2024 |