Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VAUGHAN DAVID INVESTMENTS LLC/IL | hsy | 1401 | $260,000 | 1,394 | 0.01 | 0.01 | 5 | 0.36 | 12-31-2023 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 1402 | $321,651 | 1,389 | 0.00 | 0.06 | -58 | -4.01 | 12-31-2022 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 1403 | $269,531 | 1,386 | 0.00 | 0.00 | 248 | 21.79 | 03-31-2024 |
HRT FINANCIAL LP | COM | Liquidated | $0 | 0 | 0.00 | 0.19 | -79,131 | -98.28 | 12-31-2023 |