Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 901 | $2,754 | 855 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 902 | $7,611 | 744 | 0.00 | 744 | +Inf | 12-31-2023 | |
SA MASON LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,000 | -93.20 | 03-31-2024 |
STRATEGIC ASSET MANAGEMENT LLC | COM | 904 | $6,000 | 700 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |