Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 3051 | $237,000 | 2,252 | 0.08 | 0.00 | -24 | -1.05 | 12-31-2023 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 3052 | $283,000 | 2,251 | 0.04 | 0.04 | -315 | -12.28 | 03-31-2024 |
DORSEY WRIGHT & ASSOCIATES | COM | 3053 | $237,000 | 2,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NAVPOINT FINANCIAL INC | COM | 3054 | $237,007 | 2,248 | 0.00 | 2,248 | +Inf | 12-31-2023 |