Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VILLERE ST DENIS J & CO LLC | COM | 5101 | $450,950 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MUSTARD SEED FINANCIAL LLC | COM | 5102 | $450,073 | 2,495 | 0.00 | 2,495 | +Inf | 03-31-2024 | |
NEWPORT CAPITAL GROUP LLC | COM | 5103 | $316,528 | 2,490 | 0.00 | 0.00 | -1,517 | -37.86 | 09-30-2023 |
SUMMIT WEALTH & RETIREMENT PLANNING INC | COM | 5104 | $378,179 | 2,489 | 0.00 | 0.00 | -71 | -2.77 | 12-31-2023 |