Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOOD LIFE ADVISORS LLC | COM | 1351 | $620,861 | 2,370 | 0.00 | 0.00 | 211 | 9.77 | 12-31-2023 |
GREYLIN INVESTMENT MANAGEMENT INC | COM | 1352 | $635,942 | 2,370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT FINANCIAL LLC | Common Stock | 1353 | $638,721 | 2,368 | 0.00 | 0.00 | -192 | -7.50 | 03-31-2024 |
LAKE STREET PRIVATE WEALTH LLC | COM | 1354 | $634,869 | 2,366 | 0.00 | 0.00 | -9 | -0.38 | 03-31-2024 |