Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED MOUNTAIN FINANCIAL LLC | COM | 3251 | $240,005 | 833 | 0.00 | 833 | +Inf | 12-31-2023 | |
AFFINITY CAPITAL ADVISORS LLC | COM | 3252 | $235,884 | 830 | 0.00 | 0.00 | 17 | 2.09 | 03-31-2024 |
CROWN WEALTH GROUP LLC | COM | 3253 | $235,701 | 829 | 0.00 | 0.00 | 45 | 5.74 | 03-31-2024 |
CLARK FINANCIAL SERVICES GROUP INC /BD | Common Stock | 3254 | $235,000 | 827 | 0.28 | 827 | +Inf | 03-31-2024 |