Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2701 | $667,490 | 13,374 | 0.00 | 0.00 | -67 | -0.50 | 03-31-2024 |
ALLEGHENY FINANCIAL GROUP LTD | COM | 2702 | $674,562 | 13,352 | 0.00 | 0.00 | 1,093 | 8.92 | 12-31-2023 |
SMITH MOORE & CO | COM | 2703 | $672,447 | 13,311 | 0.00 | 0.00 | -7,533 | -36.14 | 12-31-2023 |
MIDWEST PROFESSIONAL PLANNERS LTD | COM | 2704 | $671,314 | 13,288 | 0.00 | 0.00 | 1,194 | 9.87 | 12-31-2023 |