Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMONWEALTH FINANCIAL SERVICES LLC | CAP STK CL C | 4251 | $528,201 | 2,773 | 0.00 | 0.00 | -52 | -1.84 | 06-30-2024 |
CHERRY CREEK INVESTMENT ADVISORS INC | CAP STK CL C | 4252 | $421,857 | 2,771 | 0.00 | 0.00 | 1 | 0.04 | 03-31-2024 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 4253 | $445,228 | 2,769 | 0.00 | 0.00 | 119 | 4.49 | 03-31-2024 |
MENARD FINANCIAL GROUP LLC | CAP STK CL C | 4254 | $507,352 | 2,766 | 0.00 | 2,766 | +Inf | 06-30-2024 |