Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDOWMENT WEALTH MANAGEMENT INC | COM | 1751 | $313,855 | 2,426 | 0.00 | 0.00 | 23 | 0.96 | 03-31-2024 |
1834 INVESTMENT ADVISORS CO | COM | 1752 | $294,662 | 2,425 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MONETARY MANAGEMENT GROUP INC | COM | 1753 | $313,674 | 2,425 | 0.00 | 0.00 | -275 | -10.19 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 1754 | $296,249 | 2,422 | 0.00 | 0.00 | 745 | 44.42 | 12-31-2023 |