Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOBBS GROUP ADVISORS LLC | COM | 1001 | $31,107 | 1,553 | 0.00 | 1,553 | +Inf | 12-31-2023 | |
MONTAG A & ASSOCIATES INC | COM | 1002 | $31,230 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 1003 | $30,980 | 1,488 | 0.00 | 0.00 | 49 | 3.41 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1004 | $29,000 | 1,487 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |