Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 851 | $6,883 | 378 | 0.00 | 0.00 | 48 | 14.55 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 852 | $9,836 | 378 | 0.00 | 378 | +Inf | 12-31-2023 | |
CITY STATE BANK | COM | 853 | $7,000 | 375 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 854 | $6,465 | 355 | 0.00 | 0.00 | -34 | -8.74 | 03-31-2024 |