Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 651 | $356,614 | 3,717 | 0.00 | 0.00 | 451 | 13.81 | 03-31-2024 |
VESTCOR INC | COM | 652 | $354,000 | 3,694 | 0.01 | 0.01 | -36 | -0.97 | 03-31-2024 |
WAVERLY ADVISORS LLC | COM | 653 | $353,310 | 3,683 | 0.00 | 3,683 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | COM | 654 | $291,362 | 3,623 | 0.00 | 0.00 | -98 | -2.63 | 12-31-2023 |