Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 3151 | $143,000 | 722 | 0.03 | 0.03 | 7 | 0.98 | 06-30-2021 |
SOA WEALTH ADVISORS LLC | Stock | 3152 | $76,080 | 717 | 0.00 | 0.00 | -115 | -13.82 | 03-31-2024 |
CORSICANA & CO | COM | 3153 | $78,000 | 710 | 0.07 | 0.07 | 0 | 0.00 | 09-30-2022 |
BEACON CAPITAL MANAGEMENT LLC | COM | 3154 | $75,167 | 709 | 0.00 | 0.00 | 130 | 22.45 | 03-31-2024 |