Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARINO STRAM & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -442 | -20.23 | 03-31-2024 |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 1152 | $253,012 | 1,739 | 0.00 | 0.00 | -29 | -1.64 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 1153 | $241,074 | 1,734 | 0.00 | 1,734 | +Inf | 12-31-2023 | |
COURIER CAPITAL LLC | COM | 1154 | $241,109 | 1,734 | 0.00 | 1,734 | +Inf | 12-31-2023 |