Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | COM | 401 | $2,275,449 | 28,622 | 0.00 | 0.00 | 2,286 | 8.68 | 12-31-2023 |
FORVIS WEALTH ADVISORS LLC | COM | 402 | $2,355,911 | 28,313 | 0.00 | 0.00 | 1,041 | 3.82 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | 403 | $2,347,937 | 28,217 | 0.00 | 0.00 | -1,250 | -4.24 | 03-31-2024 |
MERIDIAN WEALTH MANAGEMENT LLC | COM | 404 | $2,306,288 | 27,955 | 0.00 | 0.00 | 24 | 0.09 | 03-31-2024 |