Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | SHS | 651 | $3,868 | 318 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KESSLER INVESTMENT GROUP LLC | SHS | 652 | $3,940 | 304 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIFTH THIRD BANCORP | SHS | Liquidated | $3,914 | 302 | 0.00 | 0.00 | 302 | +Inf | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | SHS | 654 | $3,654 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |