Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | 2401 | $37,892 | 89 | 0.00 | 0.00 | 7 | 8.54 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 2402 | $38,944 | 88 | 0.00 | 0.00 | 15 | 20.55 | 12-31-2023 |
PALISADE ASSET MANAGEMENT LLC | COM | 2403 | $37,440 | 88 | 0.00 | 88 | +Inf | 03-31-2024 | |
BANGOR SAVINGS BANK | COM | 2404 | $37,440 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |