Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | DE | 2951 | $87,331 | 218 | 0.00 | 0.06 | -7 | -3.11 | 03-31-2024 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 2952 | $78,392 | 208 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 199 | +Inf | 03-31-2024 |