Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 3052 | $43,964 | 345 | 0.00 | 0.00 | -35 | -9.21 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 3053 | $40,133 | 335 | 0.00 | 0.00 | -566 | -62.82 | 09-30-2023 |
TRUE WEALTH DESIGN LLC | COM | 3054 | $42,385 | 333 | 0.00 | 0.00 | 14 | 4.39 | 03-31-2024 |