Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GALVIN GAUSTAD & STEIN LLC | COM | 1651 | $525,644 | 1,850 | 0.00 | 0.00 | -274 | -12.90 | 03-31-2024 |
V WEALTH ADVISORS LLC | COM | 1652 | $431,838 | 1,842 | 0.00 | 0.00 | -1,962 | -51.58 | 09-30-2023 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 1653 | $518,253 | 1,824 | 0.00 | 0.00 | -38 | -2.04 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1654 | $534,739 | 1,822 | 0.00 | 0.00 | 14 | 0.77 | 03-31-2024 |