Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST INTERSTATE BANK | COM | 3001 | $309,321 | 9,544 | 0.00 | 0.00 | 396 | 4.33 | 09-30-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 3002 | $359,089 | 9,525 | 0.00 | 0.00 | 321 | 3.49 | 12-31-2023 |
CALTON & ASSOCIATES INC | COM | 3003 | $399,571 | 9,523 | 0.00 | 0.00 | -5,663 | -37.29 | 03-31-2024 |
TRIANGLE SECURITIES WEALTH MANAGEMENT | COM | 3004 | $399,082 | 9,511 | 0.00 | 0.00 | -860 | -8.29 | 03-31-2024 |