Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUTTON WEALTH ADVISORS INC | REIT | 951 | $31,854 | 262 | 0.00 | 0.00 | 31 | 13.42 | 09-30-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 952 | $41,847 | 261 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 953 | $37,779 | 257 | 0.00 | 0.00 | 72 | 38.92 | 03-31-2024 |
DAVIS CAPITAL MANAGEMENT | REIT | 954 | $35,951 | 245 | 0.00 | 245 | +Inf | 03-31-2024 |