Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATOMI FINANCIAL GROUP INC | COM | 1251 | $715,186 | 5,372 | 0.00 | 5,372 | +Inf | 12-31-2023 | |
CAMPION ASSET MANAGEMENT | COM | 1252 | $712,832 | 5,354 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WORTH FINANCIAL ADVISORY GROUP LLC | COM | 1253 | $869,949 | 5,326 | 0.00 | 0.00 | 355 | 7.14 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1254 | $457,000 | 5,325 | 0.04 | 0.04 | 107 | 2.05 | 06-30-2021 |