Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RS CRUM INC | COM | 4201 | $913,691 | 1,011 | 0.00 | 0.00 | -33 | -3.16 | 03-31-2024 |
VAUGHAN DAVID INVESTMENTS LLC/IL | nvda | 4202 | $500,000 | 1,010 | 0.01 | 0.01 | -45 | -4.27 | 12-31-2023 |
STAMOS CAPITAL PARTNERS LP | COM | 4203 | $500,172 | 1,010 | 0.00 | 0.00 | -3,250 | -76.29 | 12-31-2023 |
WEALTHCARE CAPITAL MANAGEMENT LLC | COM | 4204 | $912,596 | 1,010 | 0.00 | 0.00 | -3 | -0.30 | 03-31-2024 |