Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 701 | $15,000 | 84 | 0.00 | 0.00 | -4 | -4.55 | 12-31-2021 |
COPPELL ADVISORY SOLUTIONS LLC | LEA | 702 | $11,862 | 84 | 0.00 | 84 | +Inf | 12-31-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM NEW | 703 | $11,446 | 79 | 0.00 | 0.00 | 20 | 33.90 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM NEW | 704 | $10,910 | 76 | 0.00 | 76 | +Inf | 06-30-2023 |