Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 1251 | $316,000 | 2,749 | 0.03 | 2,749 | +Inf | 12-31-2022 | |
GALVIN GAUSTAD & STEIN LLC | SHS | 1252 | $399,120 | 2,748 | 0.00 | 2,748 | +Inf | 03-31-2024 | |
INSIGNEO ADVISORY SERVICES LLC | SHS | 1253 | $389,389 | 2,681 | 0.00 | 2,681 | +Inf | 03-31-2024 | |
SYMMETRY PARTNERS LLC | COM | 1254 | $389,000 | 2,679 | 0.03 | 0.02 | -390 | -12.71 | 03-31-2024 |