Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIANCE WEALTH ADVISORS LLC /UT | SHS | 401 | $910,580 | 3,428 | 0.00 | 0.00 | 546 | 18.95 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | SHS | 402 | $891,986 | 3,358 | 0.00 | 0.00 | 3,287 | 4629.58 | 03-31-2024 |
MARYLAND CAPITAL MANAGEMENT | SHS | 403 | $502,000 | 3,351 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
STEPHENS INC /AR/ | SHS | 404 | $890,126 | 3,351 | 0.00 | 0.00 | 2,571 | 329.62 | 03-31-2024 |