Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MODERA WEALTH MANAGEMENT LLC | COM | 801 | $732,632 | 4,785 | 0.00 | 0.00 | 92 | 1.96 | 03-31-2024 |
FIFTH THIRD BANCORP | COM | 802 | $731,100 | 4,775 | 0.00 | 0.00 | -4,220 | -46.91 | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 257 | 5.74 | 03-31-2024 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 804 | $684,774 | 4,729 | 0.00 | 0.00 | -47 | -0.98 | 03-31-2024 |