Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 1151 | $3,437,452 | 13,995 | 0.00 | 0.00 | 756 | 5.71 | 12-31-2023 |
WC WALKER & ASSOCIATES INC | COM | 1152 | $2,642,723 | 13,809 | 0.00 | 1.52 | 115 | 0.84 | 12-31-2022 |
LINCOLN NATIONAL CORP | COM | 1153 | $3,382,008 | 13,770 | 0.00 | 0.05 | 2,917 | 26.88 | 12-31-2023 |
CREEGAN & NASSOURA FINANCIAL GROUP LLC | COM | 1154 | $3,380,405 | 13,763 | 0.00 | 0.00 | -175 | -1.26 | 12-31-2023 |