Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 951 | $73,412 | 655 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 952 | $81,000 | 655 | 0.00 | 0.00 | 85 | 14.91 | 03-31-2024 |
IFP ADVISORS INC | cs | 953 | $65,284 | 631 | 0.00 | 0.00 | -478 | -43.10 | 12-31-2023 |
CITIZENS NATIONAL BANK TRUST DEPARTMENT | COM | 954 | $78,227 | 630 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |