Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC | COM | 4701 | $718,410 | 3,990 | 0.00 | 0.00 | -263 | -6.18 | 03-31-2024 |
HYPERION PARTNERS LLC | COM | 4702 | $718,995 | 3,986 | 0.00 | 0.00 | -506 | -11.26 | 03-31-2024 |
USADVISORS WEALTH MANAGEMENT LLC | Com | 4703 | $604,000 | 3,980 | 0.25 | 0.23 | -28 | -0.70 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 4704 | $13,634,000 | 3,963 | 1.09 | 1.02 | 246 | 6.62 | 06-30-2021 |