Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFG ADVISORY LLC | COM | 1151 | $2,511,715 | 5,522 | 0.00 | 0.00 | 859 | 18.42 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 1152 | $2,503,718 | 5,504 | 0.00 | 0.00 | 121 | 2.25 | 03-31-2024 |
WIMMER ASSOCIATES 1 LLC | COM | 1153 | $2,490,413 | 5,475 | 0.00 | 0.00 | 25 | 0.46 | 03-31-2024 |
KOSHINSKI ASSET MANAGEMENT INC | COM | 1154 | $2,489,329 | 5,473 | 0.00 | 0.00 | 1,118 | 25.67 | 03-31-2024 |