Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1001 | $484,318 | 897 | 0.00 | 0.16 | 0 | 0.00 | 03-31-2024 |
KFG WEALTH MANAGEMENT LLC | COM | 1002 | $483,777 | 896 | 0.00 | 0.00 | -73 | -7.53 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1003 | $481,512 | 891 | 0.00 | 0.00 | -35 | -3.78 | 03-31-2024 |
TBH GLOBAL ASSET MANAGEMENT LLC | COM | 1004 | $494,550 | 891 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |