Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIECHELE ROYCE ADVISORS | CL A | 4751 | $314,000 | 886 | 0.10 | 0.10 | 9 | 1.03 | 12-31-2023 |
COMMONWEALTH RETIREMENT INVESTMENTS LLC | Stock | 4752 | $265,686 | 885 | 0.00 | 885 | +Inf | 09-30-2023 | |
SFG WEALTH MANAGEMENT LLC | CL A | 4753 | $429,740 | 885 | 0.00 | 0.00 | 41 | 4.86 | 03-31-2024 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 4754 | $461,139 | 881 | 0.00 | 0.00 | 159 | 22.02 | 03-31-2024 |