Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED INVESTMENT STRATEGIES LLC | COM | 4901 | $356,906 | 395 | 0.00 | 395 | +Inf | 03-31-2024 | |
1900 WEALTH MANAGEMENT LLC | COM | 4902 | $356,102 | 394 | 0.00 | 0.00 | -162 | -29.14 | 03-31-2024 |
BLUECHIP WEALTH ADVISORS LLC | COM | 4903 | $355,163 | 393 | 0.00 | 0.00 | -440 | -52.82 | 03-31-2024 |
BURKETT FINANCIAL SERVICES LLC | Equity | 4904 | $352,789 | 390 | 0.00 | 0.00 | -60 | -13.33 | 03-31-2024 |