Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY ADVISORS LLC | COM | 2351 | $338,183 | 2,657 | 0.00 | 0.00 | 94 | 3.67 | 03-31-2024 |
NARUS FINANCIAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,654 | +Inf | 09-30-2019 |
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC | COM | 2353 | $344,521 | 2,648 | 0.00 | 0.00 | -200 | -7.02 | 03-31-2024 |
LM ADVISORS LLC | COM | 2354 | $337,000 | 2,646 | 0.05 | 2,646 | +Inf | 03-31-2024 |