Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1552 | $10,000 | 67 | 0.00 | 0.00 | -21 | -23.86 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1553 | $9,313 | 64 | 0.00 | 0.00 | -54 | -45.76 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | COM | 1554 | $8,000 | 64 | 0.00 | 0.02 | -164 | -71.93 | 03-31-2022 |