Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 1101 | $952,683 | 3,850 | 0.00 | 0.00 | 3,690 | 2306.25 | 03-31-2024 |
KEYSTONE FINANCIAL GROUP | Common Stock | 1102 | $952,435 | 3,849 | 0.00 | 0.00 | 300 | 8.45 | 03-31-2024 |
FIRST PACIFIC FINANCIAL | COM | 1103 | $947,373 | 3,829 | 0.00 | 0.00 | 159 | 4.33 | 03-31-2024 |
CRESCENT STERLING LTD | COM | 1104 | $944,926 | 3,819 | 0.00 | 0.00 | 145 | 3.95 | 03-31-2024 |