Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1551 | $272,000 | 2,215 | 0.04 | 0.04 | 198 | 9.82 | 03-31-2024 |
FAS WEALTH PARTNERS INC | COM | 1552 | $263,734 | 2,214 | 0.00 | 0.00 | -95 | -4.11 | 12-31-2023 |
ADERO PARTNERS LLC | COM | 1553 | $271,512 | 2,211 | 0.00 | 0.00 | 6 | 0.27 | 03-31-2024 |
PARK EDGE ADVISORS LLC | COM | 1554 | $263,233 | 2,210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |