Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG ADVISORY GROUP INC | COM | 451 | $2,435 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 452 | $1,644 | 143 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 454 | $2,229 | 114 | 0.00 | 114 | +Inf | 06-30-2023 |