Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN FINANCIAL ADVISORS LLC | CL A | 3451 | $1,153,202 | 3,258 | 0.00 | 0.00 | 139 | 4.46 | 12-31-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 3452 | $1,579,688 | 3,253 | 0.00 | 0.00 | -740 | -18.53 | 03-31-2024 |
PROFFITT & GOODSON INC | CL A | 3453 | $1,578,621 | 3,251 | 0.00 | 0.00 | -782 | -19.39 | 03-31-2024 |
FIRST INTERSTATE BANK | CL A | 3454 | $1,574,250 | 3,242 | 0.00 | 0.00 | -1,370 | -29.71 | 03-31-2024 |