Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 851 | $216,521 | 629 | 0.00 | 0.00 | -5 | -0.79 | 03-31-2024 |
HRT FINANCIAL LP | COM | 852 | $215,000 | 626 | 0.00 | 626 | +Inf | 03-31-2024 | |
COLONIAL TRUST CO / SC | Stock | 853 | $205,769 | 625 | 0.00 | 0.00 | 65 | 11.61 | 12-31-2023 |
STEELE CAPITAL MANAGEMENT INC | COM | 854 | $215,144 | 625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |