Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | SHS CLASS A | 451 | $6,856 | 158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 452 | $2,879 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |