Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 2951 | $1,252,777 | 8,420 | 0.00 | 0.00 | -451 | -5.08 | 03-31-2024 |
COLUMBUS MACRO LLC | COM | 2952 | $1,331,506 | 8,417 | 0.00 | 0.00 | -264 | -3.04 | 03-31-2024 |
SOL CAPITAL MANAGEMENT CO | COM | 2953 | $1,329,000 | 8,401 | 0.17 | 0.18 | 0 | 0.00 | 03-31-2024 |
KORE PRIVATE WEALTH LLC | COM | 2954 | $1,488,000 | 8,395 | 0.19 | 0.16 | -922 | -9.90 | 03-31-2022 |