Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHTRUST ASSET MANAGEMENT LLC | COM NEW | 751 | $771,212 | 19,170 | 0.00 | 0.00 | -12,898 | -40.22 | 12-31-2023 |
APOLLON WEALTH MANAGEMENT LLC | COM NEW | 752 | $915,062 | 19,116 | 0.00 | 0.00 | -5,452 | -22.19 | 03-31-2024 |
ARGENT ADVISORS INC | COM | 753 | $904,791 | 18,901 | 0.00 | 0.00 | 332 | 1.79 | 03-31-2024 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | Common Stock | 754 | $898,520 | 18,770 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |