Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
PROFICIO CAPITAL PARTNERS LLC | COM | 1802 | $507,383 | 1,418 | 0.00 | 0.00 | 33 | 2.38 | 03-31-2024 |
BMS FINANCIAL ADVISORS LLC | COM | 1803 | $432,313 | 1,417 | 0.00 | 0.00 | -652 | -31.51 | 06-30-2023 |
ARK & TLK INVESTMENTS LLC | COM | 1804 | $506,766 | 1,416 | 0.00 | 0.00 | 2 | 0.14 | 03-31-2024 |