Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 351 | $86,725 | 6,142 | 0.00 | 0.00 | -90 | -1.44 | 03-31-2024 |
US BANCORP \DE\ | COM | 352 | $66,269 | 6,119 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
USA FINANCIAL FORMULAS | COM | 353 | $83,732 | 5,930 | 0.00 | 5,930 | +Inf | 03-31-2024 | |
NOMURA ASSET MANAGEMENT CO LTD | COM | 354 | $45,000 | 5,900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |