Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 1351 | $1,916,206 | 3,971 | 0.00 | 0.00 | 2,494 | 168.86 | 03-31-2024 |
OPTIMIST RETIREMENT GROUP LLC | COM | 1352 | $1,805,875 | 3,970 | 0.00 | 3,970 | +Inf | 03-31-2024 | |
COUNTRY CLUB BANK /GFN | COM | 1353 | $1,805,378 | 3,969 | 0.00 | 0.00 | -70 | -1.73 | 03-31-2024 |
ACROPOLIS INVESTMENT MANAGEMENT LLC | COM | 1354 | $1,801,740 | 3,961 | 0.00 | 0.00 | -70 | -1.74 | 03-31-2024 |