Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK OF OMAHA | COM | 2801 | $210,298 | 512 | 0.00 | 0.00 | -200 | -28.09 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 2802 | $209,944 | 511 | 0.00 | 0.00 | -83 | -13.97 | 03-31-2024 |
HOWARD WEALTH MANAGEMENT LLC | COM | 2803 | $209,888 | 511 | 0.00 | 511 | +Inf | 03-31-2024 | |
ACORN WEALTH ADVISORS LLC | COM | 2804 | $209,754 | 511 | 0.00 | 0.00 | 1 | 0.20 | 03-31-2024 |