Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 1151 | $10,233 | 491 | 0.00 | 0.00 | -113 | -18.71 | 06-30-2024 |
MCILRATH & ECK LLC | COM | 1152 | $9,723 | 467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 1153 | $8,932 | 429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | CEF | 1154 | $8,649 | 415 | 0.00 | 415 | +Inf | 06-30-2024 |