Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
THOROUGHBRED FINANCIAL SERVICES LLC | COM NEW | 751 | $902,000 | 11,540 | 0.09 | 0.10 | -6,814 | -37.13 | 03-31-2024 |
HARTFORD FUNDS MANAGEMENT CO LLC | COM NEW | 752 | $780,165 | 11,515 | 0.00 | 0.00 | 4,136 | 56.05 | 12-31-2023 |
B RILEY WEALTH ADVISORS INC | COM NEW | 753 | $776,287 | 11,458 | 0.00 | 0.00 | 2,918 | 34.17 | 12-31-2023 |
STONEGATE INVESTMENT GROUP LLC | COM NEW | 754 | $894,969 | 11,449 | 0.00 | 0.00 | 1,260 | 12.37 | 03-31-2024 |