Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 1251 | $129,000 | 4,192 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2022 |
CORSICANA & CO | COM | 1252 | $128,000 | 4,157 | 0.11 | 0.12 | 0 | 0.00 | 09-30-2022 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1253 | $121,178 | 4,151 | 0.00 | 0.00 | -663 | -13.77 | 03-31-2024 |
LIGHTHOUSE FINANCIAL ADVISORS INC | COM | 1254 | $243,000 | 3,994 | 0.07 | 3,994 | +Inf | 03-31-2021 |