Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDGEMOOR INVESTMENT ADVISORS INC | SHS | 2251 | $252,020 | 806 | 0.00 | 806 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -14 | -1.71 | 03-31-2024 |
AFFINITY CAPITAL ADVISORS LLC | SHS | 2253 | $251,082 | 803 | 0.00 | 803 | +Inf | 03-31-2024 | |
CADENT CAPITAL ADVISORS LLC | SHS | 2254 | $250,593 | 802 | 0.00 | 802 | +Inf | 03-31-2024 |