Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VAUGHAN DAVID INVESTMENTS LLC/IL | amzn | 4601 | $800,000 | 5,268 | 0.02 | 0.02 | -609 | -10.36 | 12-31-2023 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 4602 | $949,361 | 5,263 | 0.00 | 0.00 | 585 | 12.51 | 03-31-2024 |
ROOF EIDAM MAYCOCK PERALTA LLC | COM | 4603 | $948,799 | 5,260 | 0.00 | 0.00 | 479 | 10.02 | 03-31-2024 |
SELECTIVE WEALTH MANAGEMENT INC | COM | 4604 | $976,981 | 5,254 | 0.00 | 0.00 | 167 | 3.28 | 03-31-2024 |