Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEXAS YALE CAPITAL CORP | COM | 1301 | $4,911,586 | 31,155 | 0.00 | 0.00 | -35 | -0.11 | 12-31-2023 |
RETIREMENT GUYS FORMULA LLC | COM | 1302 | $1,868,130 | 31,048 | 0.00 | 0.00 | 27,921 | 892.90 | 03-31-2024 |
QUAD-CITIES INVESTMENT GROUP LLC | COM | 1303 | $1,865,997 | 31,012 | 0.00 | 0.00 | 20,348 | 190.81 | 03-31-2024 |
HAMILTON POINT INVESTMENT ADVISORS LLC | COM | 1304 | $4,879,371 | 30,840 | 0.00 | 0.00 | 255 | 0.83 | 12-31-2023 |