Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 251 | $11,547 | 1,915 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 252 | $13,419 | 1,669 | 0.00 | 1,669 | +Inf | 06-30-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 253 | $9,347 | 1,550 | 0.00 | 0.00 | 1,350 | 675.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 254 | $7,000 | 1,229 | 0.00 | 0.00 | -497 | -28.79 | 03-31-2024 |