Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIMA LLC | CL A | 5401 | $70,152 | 331 | 0.00 | 0.00 | 319 | 2658.33 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 5402 | $94,703 | 330 | 0.00 | 0.00 | -123 | -27.15 | 06-30-2023 |
BURKETT FINANCIAL SERVICES LLC | Equity | 5403 | $159,428 | 328 | 0.00 | 0.00 | -75 | -18.61 | 03-31-2024 |
HAYDEN ROYAL LLC | Common Stock | 5404 | $109,000 | 325 | 0.26 | 325 | +Inf | 12-31-2021 |