Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | SHS | 801 | $18,631 | 1,123 | 0.00 | 0.00 | 123 | 12.30 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | SHS | 802 | $17,784 | 1,072 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVONDALE WEALTH MANAGEMENT | Stock | 803 | $18,732 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALLEY NATIONAL ADVISERS INC | SHS | 804 | $17,000 | 1,045 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |