Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR WEALTH MANAGEMENT LLC | COM | 1851 | $3,696 | 48 | 0.00 | 0.00 | -58 | -54.72 | 06-30-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 1852 | $3,543 | 46 | 0.00 | 0.00 | -509 | -91.71 | 06-30-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 1853 | $3,465 | 45 | 0.00 | 45 | +Inf | 06-30-2024 | |
BURLESON & COMPANY LLC | COM | 1854 | $2,000 | 44 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |