Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOODWIN INVESTMENT ADVISORY | COM | 5051 | $67,072 | 424 | 0.00 | 424 | +Inf | 03-31-2024 | |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 421 | +Inf | 12-31-2023 | |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -89 | -17.49 | 03-31-2024 |
HORRELL CAPITAL MANAGEMENT INC | COM | 5054 | $66,000 | 420 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |