Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG FLEMING & MOORE INC | COM | 851 | $594,966 | 2,647 | 0.00 | 2,647 | +Inf | 06-30-2023 | |
SIGNATUREFD LLC | COM | 852 | $669,400 | 2,647 | 0.00 | 0.00 | 442 | 20.05 | 03-31-2024 |
BANK OZK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,796 | -51.44 | 03-31-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 854 | $666,112 | 2,634 | 0.00 | 0.00 | -173 | -6.16 | 03-31-2024 |