Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2351 | $663,165 | 23,898 | 0.00 | 0.00 | -9,513 | -28.47 | 03-31-2024 |
TEXAS YALE CAPITAL CORP | COM | 2352 | $684,951 | 23,791 | 0.00 | 0.00 | -18,856 | -44.21 | 12-31-2023 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | COM | 2353 | $659,798 | 23,777 | 0.00 | 0.00 | -3,446 | -12.66 | 03-31-2024 |
BRIGHTWORTH | COM | 2354 | $1,038,000 | 23,711 | 0.11 | 0.13 | -55 | -0.23 | 09-30-2022 |