Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US CAPITAL WEALTH ADVISORS LLC | COM | 1251 | $1,484,803 | 4,149 | 0.00 | 0.00 | -801 | -16.18 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 1252 | $1,478,200 | 4,131 | 0.00 | 0.00 | -164 | -3.82 | 03-31-2024 |
OAK HARBOR WEALTH PARTNERS LLC | COM | 1253 | $1,478,003 | 4,130 | 0.00 | 0.00 | -16 | -0.39 | 03-31-2024 |
VAUGHAN DAVID INVESTMENTS LLC/IL | syk | 1254 | $1,234,000 | 4,120 | 0.03 | 0.03 | 13 | 0.32 | 12-31-2023 |