Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER & MOTLEY INC | com | 4601 | $425,000 | 1,011 | 0.03 | 0.03 | -8 | -0.79 | 03-31-2024 |
COURY FIRM ASSET MANAGEMENT LLC | CL B NEW | 4602 | $354,153 | 1,011 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SFG WEALTH MANAGEMENT LLC | CL B NEW | 4603 | $424,726 | 1,010 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SILVERLEAFE CAPITAL PARTNERS LLC | Stock | 4604 | $423,884 | 1,008 | 0.00 | 0.00 | -38 | -3.63 | 03-31-2024 |