Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 601 | $3,478 | 13 | 0.00 | 0.00 | -1 | -7.14 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 602 | $3,151 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 603 | $2,909 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 604 | $3,211 | 12 | 0.00 | 12 | +Inf | 12-31-2023 |