Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 1151 | $10,000 | 260 | 0.00 | 0.00 | 18 | 7.44 | 03-31-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1152 | $9,000 | 250 | 0.00 | 250 | +Inf | 09-30-2022 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1153 | $9,000 | 249 | 0.00 | 0.00 | 41 | 19.71 | 06-30-2021 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1154 | $9,385 | 243 | 0.00 | 243 | +Inf | 03-31-2024 |