Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 2151 | $785,081 | 6,250 | 0.00 | 0.00 | -123 | -1.93 | 03-31-2024 |
MAGNOLIA CAPITAL ADVISORS LLC | Common | 2152 | $710,189 | 6,221 | 0.00 | 0.00 | 1,371 | 28.27 | 12-31-2023 |
INSIGHT 2811 INC | COM | 2153 | $657,604 | 6,208 | 0.00 | 0.00 | -22 | -0.35 | 09-30-2023 |
SUREVEST LLC | COM | 2154 | $378,000 | 6,185 | 0.10 | 0.11 | 0 | 0.00 | 09-30-2022 |