Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | 1501 | $53,000 | 371 | 0.00 | 0.00 | -6 | -1.59 | 03-31-2024 |
GODSEY & GIBB INC | COM | 1502 | $50,414 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RATIONAL ADVISORS LLC | COM | 1503 | $41,510 | 343 | 0.00 | 343 | +Inf | 09-30-2023 | |
SOA WEALTH ADVISORS LLC | REIT | 1504 | $47,290 | 328 | 0.00 | 0.00 | 5 | 1.55 | 03-31-2024 |