Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY FINANCIAL ADVISORS INC | Stock | 1851 | $1,736,474 | 34,372 | 0.00 | 0.00 | -1,684 | -4.67 | 12-31-2023 |
CENTRAL VALLEY ADVISORS LLC | COM | 1852 | $1,711,551 | 34,294 | 0.00 | 0.00 | 2,335 | 7.31 | 03-31-2024 |
ARGENT ADVISORS INC | COM | 1853 | $1,711,614 | 34,294 | 0.00 | 0.00 | -904 | -2.57 | 03-31-2024 |
REHMANN CAPITAL ADVISORY GROUP | COM | 1854 | $1,728,943 | 34,222 | 0.00 | 0.00 | 454 | 1.34 | 12-31-2023 |