Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FCG INVESTMENT CO | COM | 1651 | $1,185,341 | 4,009 | 0.00 | 4,009 | +Inf | 12-31-2023 | |
SNS FINANCIAL GROUP LLC | COM | 1652 | $1,468,556 | 4,008 | 0.00 | 0.00 | -37 | -0.91 | 03-31-2024 |
9258 WEALTH MANAGEMENT LLC | Stock | 1653 | $1,466,460 | 4,002 | 0.00 | 0.00 | 163 | 4.25 | 03-31-2024 |
VIKING FUND MANAGEMENT LLC | Common Stock | 1654 | $1,465,720 | 4,000 | 0.00 | 0.00 | -500 | -11.11 | 03-31-2024 |