Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DISCIPLINED EQUITY MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 03-31-2024 | |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 3802 | $18,673 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POM INVESTMENT STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 61 | +Inf | 12-31-2023 | |
JOHNSON MIDWEST FINANCIAL LLC | COM | 3804 | $12,167 | 60 | 0.00 | 0.00 | -20 | -25.00 | 09-30-2023 |