Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST WESTERN TRUST BANK | Common Stock | 2501 | $286,286 | 697 | 0.00 | 0.00 | -25 | -3.46 | 03-31-2024 |
CONSOLIDATED PLANNING CORP | COM | 2502 | $284,643 | 693 | 0.00 | 0.00 | -25 | -3.48 | 03-31-2024 |
TRITONPOINT WEALTH LLC | COM | 2503 | $264,073 | 692 | 0.00 | 0.00 | 6 | 0.87 | 03-31-2024 |
SHEARWATER CAPITAL LLC | COM | 2504 | $284,098 | 692 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |