Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 951 | $33,064 | 391 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRAY CAPITAL ADVISORS | COM | 952 | $31,751 | 375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 953 | $30,651 | 362 | 0.00 | 0.00 | 256 | 241.51 | 03-31-2024 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 954 | $22,439 | 361 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |