Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EUDAIMONIA ADVISORS LLC | Stock | 1051 | $625,407 | 12,463 | 0.00 | 0.00 | 5,472 | 78.27 | 03-31-2024 |
CFM WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,347 | 12.15 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1053 | $622,585 | 12,406 | 0.00 | 0.30 | -7,570 | -37.90 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 1054 | $620,822 | 12,372 | 0.00 | 0.00 | 3,512 | 39.64 | 03-31-2024 |