Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | SHS | 2301 | $232,320 | 743 | 0.00 | 0.00 | -66 | -8.16 | 03-31-2024 |
DELTA FINANCIAL GROUP INC | SHS | 2302 | $232,000 | 742 | 0.07 | 742 | +Inf | 03-31-2024 | |
ASCENT GROUP LLC | SHS | 2303 | $231,071 | 739 | 0.00 | 739 | +Inf | 03-31-2024 | |
SIGNALPOINT ASSET MANAGEMENT LLC | SHS | 2304 | $229,820 | 735 | 0.00 | 735 | +Inf | 03-31-2024 |