Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEETS SMITH WEALTH MANAGEMENT | COM | 2551 | $1,087,464 | 6,898 | 0.00 | 0.00 | 1,726 | 33.37 | 12-31-2023 |
WEALTH QUARTERBACK LLC | COM | 2552 | $1,101,969 | 6,890 | 0.00 | 0.00 | -707 | -9.31 | 09-30-2023 |
ARKOS GLOBAL ADVISORS | Stock | 2553 | $1,101,000 | 6,884 | 0.22 | 0.17 | 1,090 | 18.81 | 09-30-2023 |
WILSON & BOUCHER CAPITAL MANAGEMENT LLC | Common | 2554 | $1,098,983 | 6,872 | 0.00 | 0.00 | 96 | 1.42 | 09-30-2023 |