Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 451 | $299,000 | 3,366 | 0.02 | 0.00 | -1,597 | -32.18 | 03-31-2024 |
USA FINANCIAL FORMULAS | COM | 452 | $342,032 | 3,333 | 0.00 | 0.00 | -314 | -8.61 | 03-31-2024 |
FULCRUM EQUITY MANAGEMENT | COM | 453 | $338,738 | 3,301 | 0.00 | 0.00 | 27 | 0.82 | 03-31-2024 |
BROOKMONT CAPITAL MANAGEMENT | COM | 454 | $336,092 | 3,275 | 0.00 | 0.00 | 302 | 10.16 | 03-31-2024 |