Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APOLLON WEALTH MANAGEMENT LLC | COM | 51 | $351,791 | 47,157 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUIST FINANCIAL CORP | COM | 52 | $318,915 | 44,110 | 0.00 | 0.00 | 31,520 | 250.36 | 12-31-2023 |
ATOMI FINANCIAL GROUP INC | COM | 53 | $313,439 | 42,016 | 0.00 | 0.00 | 3,162 | 8.14 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 54 | $302,864 | 41,890 | 0.00 | 0.00 | 2,571 | 6.54 | 12-31-2023 |