Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARITY FINANCIAL LLC | COM | 2951 | $327,245 | 1,862 | 0.00 | 0.00 | -193 | -9.39 | 03-31-2024 |
RFG HOLDINGS INC | COM | 2952 | $326,969 | 1,860 | 0.00 | 0.00 | 714 | 62.30 | 03-31-2024 |
PHILLIPS WEALTH PLANNERS LLC | COM | 2953 | $292,067 | 1,859 | 0.00 | 0.00 | -27 | -1.43 | 03-31-2024 |
ACORN WEALTH ADVISORS LLC | COM | 2954 | $326,618 | 1,858 | 0.00 | 0.00 | 156 | 9.17 | 03-31-2024 |