Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY HORIZONS LLC | COM | 1951 | $604,562 | 12,522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 1952 | $678,851 | 12,518 | 0.00 | 0.00 | -1,030 | -7.60 | 03-31-2024 |
WINNING POINTS ADVISORS LLC | COM | 1953 | $865,000 | 12,481 | 0.95 | 1.05 | 70 | 0.56 | 03-31-2023 |
AMERICAN TRUST INVESTMENT ADVISORS LLC | COM | 1954 | $675,814 | 12,462 | 0.00 | 0.00 | 701 | 5.96 | 03-31-2024 |