Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEETS SMITH WEALTH MANAGEMENT | COM | 3101 | $630,034 | 4,224 | 0.00 | 0.00 | -2,647 | -38.52 | 12-31-2023 |
ROOT FINANCIAL PARTNERS LLC | COM | 3102 | $665,199 | 4,217 | 0.00 | 0.00 | 541 | 14.72 | 03-31-2024 |
HBW ADVISORY SERVICES LLC | COM | 3103 | $629,000 | 4,217 | 0.12 | 0.12 | 1,242 | 41.75 | 03-31-2024 |
SHILANSKI & ASSOCIATES INC | COM | 3104 | $663,495 | 4,217 | 0.00 | 0.32 | -397 | -8.60 | 06-30-2023 |