Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 701 | $8,675 | 409 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 702 | $13,000 | 397 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
FORTITUDE FAMILY OFFICE LLC | Stock | 703 | $8,229 | 388 | 0.00 | 0.00 | -179 | -31.57 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 381 | +Inf | 12-31-2023 |