Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURE ASSET MANAGEMENT LLC | COM | 2351 | $949,374 | 10,515 | 0.00 | 0.00 | 209 | 2.03 | 12-31-2023 |
HF ADVISORY GROUP LLC | COM | 2352 | $1,285,030 | 10,502 | 0.00 | 0.00 | 256 | 2.50 | 03-31-2024 |
COVEY CAPITAL ADVISORS LLC | COM | 2353 | $947,594 | 10,495 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 2354 | $945,065 | 10,467 | 0.00 | 0.00 | 1,546 | 17.33 | 12-31-2023 |