Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 701 | $7,560 | 125 | 0.00 | 0.00 | 42 | 50.60 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VOISARD ASSET MANAGEMENT GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 03-31-2024 | |
STEWARD FINANCIAL GROUP LLC | COM | 704 | $7,000 | 120 | 0.00 | 0.00 | 88 | 275.00 | 03-31-2023 |