Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 1551 | $1,773,000 | 6,236 | 0.17 | 0.18 | -61 | -0.97 | 03-31-2024 |
ARCHFORD CAPITAL STRATEGIES LLC | COM | 1552 | $1,770,195 | 6,226 | 0.00 | 0.00 | 334 | 5.67 | 03-31-2024 |
JPL WEALTH MANAGEMENT LLC | COM | 1553 | $1,768,507 | 6,220 | 0.00 | 6,220 | +Inf | 03-31-2024 | |
CORNERSTONE INVESTMENT PARTNERS LLC | COM | 1554 | $1,379,854 | 6,215 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |