Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCMILLION CAPITAL MANAGEMENT INC | Stock | 601 | $29,548 | 317 | 0.00 | 317 | +Inf | 06-30-2023 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 602 | $42,542 | 312 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 603 | $41,785 | 306 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 604 | $41,489 | 305 | 0.00 | 0.00 | 82 | 36.77 | 03-31-2024 |