Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 801 | $142,255 | 1,062 | 0.00 | 0.00 | 154 | 16.96 | 03-31-2024 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,057 | +Inf | 06-30-2023 | |
BLUE TRUST INC | COM | 803 | $136,763 | 1,021 | 0.00 | 0.01 | -1,501 | -59.52 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,012 | +Inf | 03-31-2024 |