Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZONS WEALTH MANAGEMENT | Stock | 1901 | $12,829 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1902 | $13,000 | 188 | 0.00 | 0.00 | 2 | 1.08 | 03-31-2022 |
GHP INVESTMENT ADVISORS INC | COM | 1903 | $10,893 | 188 | 0.00 | 0.00 | -181 | -49.05 | 03-31-2023 |
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 1904 | $12,366 | 187 | 0.00 | 0.00 | -11,594 | -98.41 | 12-31-2023 |