Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA PLANNING CORP | COM | 751 | $800,666 | 22,228 | 0.00 | 0.00 | -31,052 | -58.28 | 12-31-2023 |
DEMARS FINANCIAL GROUP LLC | COM | 752 | $804,018 | 22,223 | 0.00 | 0.00 | -2,474 | -10.02 | 03-31-2024 |
MARINO STRAM & ASSOCIATES LLC | COM | 753 | $799,653 | 22,102 | 0.00 | 0.00 | 417 | 1.92 | 03-31-2024 |
SIMMONS BANK | FOREIGN STOCK | 754 | $792,440 | 22,000 | 0.00 | 0.00 | -1,164 | -5.03 | 12-31-2023 |