Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH PARTNERS LLC | COM | 2901 | $884,340 | 4,856 | 0.00 | 0.00 | 141 | 2.99 | 03-31-2024 |
PARAGON FINANCIAL PARTNERS INC | COM | 2902 | $883,498 | 4,852 | 0.00 | 0.00 | -255 | -4.99 | 03-31-2024 |
JB CAPITAL LLC | COM | 2903 | $883,623 | 4,852 | 0.00 | 0.00 | 119 | 2.51 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 4,851 | +Inf | 12-31-2023 |