Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 3351 | $96,416 | 1,055 | 0.00 | 1,055 | +Inf | 03-31-2024 | |
BUCK WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.48 | 12-31-2023 |
GLEASON GROUP INC | COM | 3353 | $93,881 | 1,027 | 0.00 | 0.00 | 6 | 0.59 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 3354 | $96,010 | 1,000 | 0.00 | 0.04 | 0 | 0.00 | 12-31-2023 |