Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVE OAK INVESTMENT PARTNERS | COM | 1701 | $286,039 | 1,374 | 0.00 | 0.00 | -239 | -14.82 | 09-30-2023 |
STRATEGY ASSET MANAGERS LLC | COM | 1702 | $352,522 | 1,360 | 0.00 | 0.00 | 69 | 5.34 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 1703 | $345,411 | 1,357 | 0.00 | 1,357 | +Inf | 03-31-2024 | |
TANDEM WEALTH ADVISORS LLC | Stock | 1704 | $351,639 | 1,357 | 0.00 | 0.00 | -12 | -0.88 | 03-31-2024 |