Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIE SKY FINANCIAL GROUP LLC | Common Stock | 4601 | $313,024 | 632 | 0.00 | 0.00 | -10 | -1.56 | 12-31-2023 |
KURE ADVISORY LLC | COM | 4602 | $571,053 | 632 | 0.00 | 0.00 | -1,323 | -67.67 | 03-31-2024 |
CRESCENT STERLING LTD | COM | 4603 | $570,146 | 631 | 0.00 | 0.00 | 168 | 36.29 | 03-31-2024 |
RETIREMENT PLANNING GROUP LLC | COM | 4604 | $568,820 | 630 | 0.00 | 0.00 | 92 | 17.10 | 03-31-2024 |