Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINA WEALTH ADVISORS LLC | Stock | 501 | $112,183 | 975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 502 | $112,562 | 937 | 0.00 | 937 | +Inf | 03-31-2024 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 503 | $108,171 | 900 | 0.00 | 0.00 | -27 | -2.91 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 504 | $61,000 | 820 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2021 |