Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DCM ADVISORS LLC | COM | 2401 | $1,026,000 | 6,726 | 0.44 | 0.96 | -3,228 | -32.43 | 06-30-2022 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 2402 | $1,019,000 | 6,720 | 0.67 | 1.02 | 4,625 | 220.76 | 06-30-2022 |
ALLEN CAPITAL GROUP LLC | COM | 2403 | $6,072,097 | 6,720 | 0.00 | 0.00 | -154 | -2.24 | 03-31-2024 |
PACIFIC WEALTH STRATEGIES GROUP INC | COM | 2404 | $6,066,502 | 6,714 | 0.01 | 0.00 | -49 | -0.72 | 03-31-2024 |