Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM DAY SOLUTIONS LLC | COM | 1451 | $2,567,789 | 4,419 | 0.00 | 0.00 | 374 | 9.25 | 03-31-2024 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1452 | $2,604,000 | 4,409 | 0.93 | 1.18 | -969 | -18.02 | 03-31-2022 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1453 | $2,561,392 | 4,407 | 0.00 | 0.00 | -294 | -6.25 | 03-31-2024 |
GREAT LAKES RETIREMENT INC | COM | 1454 | $2,331,635 | 4,393 | 0.00 | 0.00 | 89 | 2.07 | 12-31-2023 |