Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 1551 | $3,762,469 | 5,700 | 0.00 | 0.00 | -170 | -2.90 | 12-31-2023 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 1552 | $4,174,526 | 5,698 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | COM | 1553 | $4,169,000 | 5,691 | 0.31 | 0.35 | -2,489 | -30.43 | 03-31-2024 |
ELEY FINANCIAL MANAGEMENT INC | COM | 1554 | $4,154,005 | 5,670 | 0.00 | 0.00 | 33 | 0.59 | 03-31-2024 |