Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUER WEALTH LLC | COM | 701 | $413,381 | 12,314 | 0.00 | 0.00 | -419 | -3.29 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 12,113 | +Inf | 03-31-2024 | |
SAVANT CAPITAL LLC | COM | 703 | $401,236 | 12,107 | 0.00 | 12,107 | +Inf | 12-31-2023 | |
PINNACLE HOLDINGS LLC | COM | 704 | $431,670 | 11,895 | 0.00 | 0.00 | -130 | -1.08 | 03-31-2024 |