Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMMONS BANK | COMMON STOCK | 1001 | $232,228 | 2,831 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HORIZON INVESTMENTS LLC | COM | 1002 | $230,504 | 2,810 | 0.00 | 0.00 | -15,394 | -84.56 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COM | 1003 | $230,031 | 2,804 | 0.00 | 2,804 | +Inf | 03-31-2024 | |
LEO WEALTH LLC | COM | 1004 | $215,431 | 2,799 | 0.00 | 2,799 | +Inf | 12-31-2023 |