Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EA SERIES TRUST | COM | 751 | $3,219,704 | 32,982 | 0.00 | 32,982 | +Inf | 06-30-2023 | |
HUBER CAPITAL MANAGEMENT LLC | COM | 752 | $3,217,458 | 32,959 | 0.00 | 0.75 | 700 | 2.17 | 06-30-2023 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 753 | $3,018,099 | 32,941 | 0.00 | 0.00 | 1,677 | 5.36 | 03-31-2024 |
KAVAR CAPITAL PARTNERS GROUP LLC | COM | 754 | $3,088,388 | 32,828 | 0.00 | 0.00 | 15,714 | 91.82 | 12-31-2023 |