Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MARKET STRATEGIES LLC | COM SBI | 101 | $433,466 | 30,270 | 0.00 | 30,270 | +Inf | 03-31-2024 | |
QUAD-CITIES INVESTMENT GROUP LLC | COM SBI | 102 | $380,756 | 26,589 | 0.00 | 0.00 | 1,265 | 5.00 | 03-31-2024 |
STRATEGIC FINANCIAL CONCEPTS LLC | COM SBI | 103 | $368,791 | 25,754 | 0.00 | 25,754 | +Inf | 03-31-2024 | |
AUSDAL FINANCIAL PARTNERS INC | COM SBI | 104 | $366,107 | 25,566 | 0.00 | 25,566 | +Inf | 03-31-2024 |