Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | CL B | 3401 | $110,741 | 1,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIGGS ASSET MANAGMENT CO INC | CL B | 3402 | $94,638 | 1,007 | 0.00 | 0.00 | -461 | -31.40 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | CL B | 3403 | $108,725 | 998 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUTTON WEALTH ADVISORS INC | Stock | 3404 | $95,374 | 997 | 0.00 | 0.00 | 120 | 13.68 | 09-30-2023 |