Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1101 | $210,482 | 1,745 | 0.00 | 1,745 | +Inf | 03-31-2024 | |
BIVIN & ASSOCIATES INC | COM | 1102 | $69,000 | 1,734 | 0.07 | 0.07 | 0 | 0.00 | 06-30-2022 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1103 | $208,987 | 1,733 | 0.00 | 1,733 | +Inf | 03-31-2024 | |
PRUDENTIAL PLC | COM | 1104 | $206,984 | 1,716 | 0.00 | 0.00 | -19,704 | -91.99 | 03-31-2024 |