Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULTON BANK NA | COM | 651 | $273,279 | 4,529 | 0.00 | 0.00 | 97 | 2.19 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORS LLC | COM | 652 | $272,879 | 4,522 | 0.00 | 0.00 | -199 | -4.22 | 03-31-2024 |
FIRST HEARTLAND CONSULTANTS INC | COM | Liquidated | $0 | 0 | 0.03 | 0.00 | 56 | 1.26 | 12-31-2023 |
EXECUTIVE WEALTH MANAGEMENT LLC | COM | 654 | $267,867 | 4,466 | 0.00 | 0.00 | -197 | -4.22 | 03-31-2024 |