Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON FINANCIAL GROUP INC | CL B NEW | 2301 | $3,205,125 | 8,987 | 0.00 | 0.00 | 2,985 | 49.73 | 12-31-2023 |
SMITH MOORE & CO | CL B NEW | 2302 | $3,203,520 | 8,982 | 0.00 | 0.00 | 407 | 4.75 | 12-31-2023 |
GAME PLAN FINANCIAL ADVISORS LLC | COM | 2303 | $3,772,905 | 8,972 | 0.00 | 1.76 | 339 | 3.93 | 03-31-2024 |
PROFESSIONAL FINANCIAL ADVISORS LLC | CL B NEW | 2304 | $3,141,841 | 8,969 | 0.00 | 0.00 | 207 | 2.36 | 09-30-2023 |