Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 452 | $69 | 9 | 0.00 | 0.00 | 9 | +Inf | 12-31-2022 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -50.00 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 454 | $77 | 8 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |