Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MYSTIC ASSET MANAGEMENT INC | COM | 1051 | $801,157 | 11,450 | 0.00 | 0.00 | 615 | 5.68 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 1052 | $730,900 | 11,423 | 0.00 | 0.16 | -4,187 | -26.82 | 09-30-2023 |
WJ WEALTH MANAGEMENT LLC | COM | 1053 | $729,486 | 11,400 | 0.00 | 0.00 | 5,700 | 100.00 | 09-30-2023 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1054 | $795,028 | 11,362 | 0.00 | 0.00 | 318 | 2.88 | 03-31-2024 |