Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASB CONSULTORES LLC | COM | 551 | $293,670 | 502 | 0.00 | 502 | +Inf | 03-31-2024 | |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 03-31-2024 | |
REVISOR WEALTH MANAGEMENT LLC | COM | 553 | $216,919 | 495 | 0.00 | 0.00 | -1,019 | -67.31 | 12-31-2023 |
DEKABANK DEUTSCHE GIROZENTRALE | COM | 554 | $285,000 | 493 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |