Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 3501 | $194,397 | 1,018 | 0.00 | 1,018 | +Inf | 03-31-2024 | |
SEMMAX FINANCIAL ADVISORS INC | COM | 3502 | $172,130 | 1,017 | 0.00 | 0.00 | 6 | 0.59 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 3503 | $192,036 | 1,006 | 0.00 | 0.00 | 49 | 5.12 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 3504 | $131,745 | 1,005 | 0.00 | 0.00 | -25 | -2.43 | 03-31-2023 |