Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PITTENGER & ANDERSON INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 1202 | $73,256 | 996 | 0.00 | 0.00 | 16 | 1.63 | 03-31-2024 |
COVESTOR LTD | COMMON | 1203 | $71,000 | 965 | 0.05 | 0.04 | 341 | 54.65 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1204 | $49,000 | 934 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |