Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREYSTONE FINANCIAL GROUP LLC | COM | 2401 | $225,099 | 270 | 0.00 | 0.00 | -14 | -4.93 | 03-31-2024 |
TRIAD WEALTH PARTNERS LLC | COM | 2402 | $224,265 | 269 | 0.00 | 269 | +Inf | 03-31-2024 | |
CHILDRESS CAPITAL ADVISORS LLC | COM | 2403 | $224,286 | 269 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOLTIS INVESTMENT ADVISORS LLC | COM | 2404 | $224,017 | 269 | 0.00 | 269 | +Inf | 03-31-2024 |