Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KFG WEALTH MANAGEMENT LLC | COM | 1151 | $251,682 | 1,883 | 0.00 | 0.00 | 114 | 6.44 | 03-31-2024 |
NICHOLAS HOFFMAN & COMPANY LLC | Stock | 1152 | $250,479 | 1,874 | 0.00 | 0.00 | -1,980 | -51.38 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 1153 | $215,895 | 1,871 | 0.00 | 0.03 | -127 | -6.36 | 09-30-2023 |
IQ EQ FUND MANAGEMENT (IRELAND) LTD | COM | 1154 | $249,276 | 1,865 | 0.00 | 0.00 | -125 | -6.28 | 03-31-2024 |