Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEPOINT INC | COM | 3151 | $316,543 | 2,785 | 0.00 | 0.00 | -4,598 | -62.28 | 03-31-2024 |
D L CARLSON INVESTMENT GROUP INC | COM | 3152 | $316,543 | 2,785 | 0.00 | 0.00 | -49 | -1.73 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 3153 | $316,429 | 2,784 | 0.00 | 0.00 | 20 | 0.72 | 03-31-2024 |
INSIGHT WEALTH PARTNERS LLC | COM | 3154 | $315,963 | 2,780 | 0.00 | 0.00 | -598 | -17.70 | 03-31-2024 |