Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1151 | $85,631 | 418 | 0.00 | 418 | +Inf | 03-31-2024 | |
IFP ADVISORS INC | cs | 1152 | $83,824 | 407 | 0.00 | 0.00 | -143 | -26.00 | 12-31-2023 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 1153 | $83,378 | 407 | 0.00 | 0.00 | 217 | 114.21 | 03-31-2024 |
CANOPY PARTNERS LLC | Common Stock | 1154 | $82,149 | 401 | 0.00 | 401 | +Inf | 03-31-2024 |