Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER BOYER NATIONAL BANK | COMMON STOCK | 3951 | $603,902 | 2,164 | 0.00 | 0.00 | -47 | -2.13 | 03-31-2024 |
OAK HILL WEALTH ADVISORS LLC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 38 | 1.79 | 03-31-2024 |
CLIENT 1ST ADVISORY GROUP LLC | COM CL A | 3953 | $487,445 | 2,162 | 0.00 | 0.24 | 0 | 0.00 | 03-31-2023 |
ADVISORY RESOURCE GROUP | COM CL A | 3954 | $562,356 | 2,160 | 0.00 | 0.00 | -44 | -2.00 | 12-31-2023 |