Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 801 | $4,000 | 33 | 0.00 | 0.00 | -1 | -2.94 | 12-31-2021 |
GENEOS WEALTH MANAGEMENT INC | SHS USD | 802 | $3,733 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NBC SECURITIES INC | Stock | 803 | $3,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA TRUST COMPANY NA | SHS USD | 804 | $3,690 | 30 | 0.00 | 30 | +Inf | 12-31-2023 |