Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT GUYS FORMULA LLC | COM | 5051 | $1,907,343 | 4,534 | 0.00 | 0.00 | 892 | 24.49 | 03-31-2024 |
FERGUSON SHAPIRO LLC | COM | 5052 | $1,903,964 | 4,525 | 0.00 | 0.00 | 183 | 4.21 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | 5053 | $1,699,000 | 4,519 | 1.72 | 1.68 | -190 | -4.03 | 12-31-2023 |
WORTH ASSET MANAGEMENT LLC | Stock | 5054 | $1,899,796 | 4,515 | 0.00 | 0.00 | -5,795 | -56.21 | 03-31-2024 |