Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTENNIAL WEALTH ADVISORY LLC | SHS | 551 | $292,163 | 17,610 | 0.00 | 0.00 | -911 | -4.92 | 03-31-2024 |
PURUS WEALTH MANAGEMENT LLC | SHS | 552 | $308,739 | 17,306 | 0.00 | 0.00 | 230 | 1.35 | 12-31-2023 |
NBC SECURITIES INC | Stock | 553 | $284,000 | 17,170 | 0.03 | 0.03 | 1,935 | 12.70 | 03-31-2024 |
BANK OZK | SHS | 554 | $282,676 | 17,039 | 0.00 | 0.00 | -23,911 | -58.39 | 03-31-2024 |