Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIXON ZUERCHER LLC | COM | 1151 | $3,730,728 | 20,670 | 0.00 | 0.00 | -7,754 | -27.28 | 03-31-2024 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 1152 | $2,255,000 | 20,626 | 1.37 | 1.81 | 552 | 2.75 | 03-31-2022 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | 1153 | $3,715,000 | 20,584 | 0.36 | 0.23 | 1,499 | 7.85 | 03-31-2024 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | COM | 1154 | $3,624,240 | 20,570 | 0.00 | 20,570 | +Inf | 03-31-2024 |