Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 3451 | $747,764 | 6,433 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
BALLAST ADVISORS LLC | COM | 3452 | $745,563 | 6,414 | 0.00 | 0.00 | 152 | 2.43 | 03-31-2024 |
SHULMAN DEMEO ASSET MANAGEMENT LLC | COM | 3453 | $640,665 | 6,408 | 0.00 | 0.00 | 340 | 5.60 | 12-31-2023 |
WORTH ASSET MANAGEMENT LLC | Stock | 3454 | $744,772 | 6,407 | 0.00 | 0.00 | 867 | 15.65 | 03-31-2024 |