Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | REIT | 951 | $22,058 | 174 | 0.00 | 174 | +Inf | 12-31-2023 | |
MV CAPITAL MANAGEMENT INC | COM | 952 | $20,755 | 161 | 0.00 | 0.00 | 3 | 1.90 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 953 | $20,959 | 161 | 0.00 | 161 | +Inf | 03-31-2024 | |
ALLWORTH FINANCIAL LP | COM | 954 | $18,050 | 159 | 0.00 | 0.00 | 5 | 3.25 | 06-30-2023 |