Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYSTONE FINANCIAL GROUP | Common Stock | 3001 | $234,327 | 1,142 | 0.00 | 0.00 | 70 | 6.53 | 03-31-2024 |
VERUS FINANCIAL PARTNERS INC | COM | 3002 | $209,069 | 1,139 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HFG ADVISORS INC | COM | 3003 | $233,575 | 1,138 | 0.00 | 0.00 | -96 | -7.78 | 03-31-2024 |
NEW REPUBLIC CAPITAL LLC | COM | 3004 | $233,170 | 1,136 | 0.00 | 0.00 | -326 | -22.30 | 03-31-2024 |