Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APTUS CAPITAL ADVISORS LLC | COM | 1201 | $1,456,383 | 1,499 | 0.00 | 0.00 | 514 | 52.18 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 1202 | $1,174,444 | 1,499 | 0.00 | 0.01 | 475 | 46.39 | 12-31-2023 |
BRIGHTON JONES LLC | COM | 1203 | $1,173,338 | 1,498 | 0.00 | 0.00 | -94 | -5.90 | 12-31-2023 |
SUNBELT SECURITIES INC | Stock | 1204 | $1,433,375 | 1,475 | 0.00 | 0.00 | -141 | -8.73 | 03-31-2024 |