Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTINEL TRUST CO LBA | COM | 651 | $3,270,000 | 33,814 | 0.42 | 0.41 | -25 | -0.07 | 03-31-2024 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | COM NEW | 652 | $3,257,602 | 33,684 | 0.00 | 0.00 | 12,423 | 58.43 | 03-31-2024 |
SEVEN SPRINGS WEALTH GROUP LLC | COM NEW | 653 | $3,246,458 | 33,569 | 0.00 | 0.00 | 5,796 | 20.87 | 03-31-2024 |
NBC SECURITIES INC | Stock | 654 | $3,228,000 | 33,385 | 0.30 | 0.32 | 657 | 2.01 | 03-31-2024 |