Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 1251 | $1,178,661 | 10,392 | 0.00 | 0.00 | -163 | -1.54 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 1252 | $1,188,000 | 10,347 | 0.08 | 0.00 | 1,040 | 11.17 | 03-31-2024 |
COGNIOS BETA NEUTRAL LARGE CAP FUND LP | COM | 1253 | $1,173,443 | 10,346 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LUKEN INVESTMENT ANALYTICS LLC | COM | 1254 | $1,170,041 | 10,316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |