Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGAL & GENERAL GROUP PLC | COM | 201 | $23,909 | 9,680 | 0.00 | 0.00 | -373 | -3.71 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 202 | $23,772 | 8,400 | 0.00 | 0.01 | 3,000 | 55.56 | 12-31-2023 |
AMERITAS INVESTMENT PARTNERS INC | COM | 203 | $19,024 | 7,702 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAKE POINT WEALTH MANAGEMENT | COM | 204 | $8,000 | 4,325 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2022 |