Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 1451 | $2,712,575 | 9,621 | 0.00 | 0.00 | 1,306 | 15.71 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 1452 | $2,844,305 | 9,593 | 0.00 | 9,593 | +Inf | 12-31-2023 | |
HORIZON INVESTMENTS LLC | COM | 1453 | $2,862,349 | 9,592 | 0.00 | 0.00 | 920 | 10.61 | 06-30-2023 |
SUMMIT FINANCIAL LLC | Common Stock | 1454 | $2,699,957 | 9,576 | 0.00 | 0.00 | -279 | -2.83 | 03-31-2024 |