Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVANTAGE TRUST CO | CL C | 1451 | $12,894 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | CL C | Liquidated | $0 | 0 | 0.00 | 113 | +Inf | 03-31-2024 | |
FLAHARTY ASSET MANAGEMENT LLC | CL C | Liquidated | $0 | 0 | 0.00 | 113 | +Inf | 12-31-2023 | |
FINANCIAL FREEDOM LLC | CL C | 1454 | $8,557 | 112 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |