Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1151 | $286,568 | 9,411 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHICAGO CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1153 | $346,000 | 9,370 | 0.12 | 0.12 | -424 | -4.33 | 03-31-2022 |
GOOD LIFE ADVISORS LLC | COM | 1154 | $285,000 | 9,359 | 0.00 | 0.00 | -900 | -8.77 | 12-31-2023 |