Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARDY REED LLC | COM | 601 | $231,740 | 1,260 | 0.00 | 1,260 | +Inf | 03-31-2024 | |
PORTFOLIO STRATEGIES INC | COM | 602 | $231,740 | 1,260 | 0.00 | 1,260 | +Inf | 03-31-2024 | |
LEVEL FOUR ADVISORY SERVICES LLC | COM | 603 | $220,615 | 1,227 | 0.00 | 0.00 | 30 | 2.51 | 03-31-2024 |
VESTCOR INC | COM | 604 | $224,000 | 1,218 | 0.01 | 0.01 | -12 | -0.98 | 03-31-2024 |