Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHMERE CAPITAL MANAGEMENT LLC | COM | 1251 | $635,109 | 4,910 | 0.00 | 0.00 | 1,089 | 28.50 | 03-31-2024 |
KFG WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 48 | 0.99 | 03-31-2024 |
ARGYLE CAPITAL MANAGEMENT INC | COM | 1253 | $631,616 | 4,883 | 0.00 | 0.00 | -800 | -14.08 | 03-31-2024 |
BT WEALTH MANAGEMENT LLC | COM | 1254 | $599,000 | 4,866 | 0.16 | 0.19 | 0 | 0.00 | 03-31-2022 |