Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | COM | 751 | $1,451,251 | 11,818 | 0.00 | 0.00 | 30 | 0.25 | 03-31-2024 |
RFG ADVISORY LLC | COM | 752 | $1,446,514 | 11,779 | 0.00 | 0.00 | 200 | 1.73 | 03-31-2024 |
VIRTU FINANCIAL LLC | COM | 753 | $1,400,000 | 11,754 | 0.11 | 11,754 | +Inf | 12-31-2023 | |
BKM WEALTH MANAGEMENT LLC | COM | 754 | $1,436,269 | 11,696 | 0.00 | 0.00 | 1,116 | 10.55 | 03-31-2024 |