Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANSING STREET ADVISORS | Stock | 3551 | $6,913 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3552 | $5,906 | 100 | 0.00 | 0.00 | -425 | -80.95 | 06-30-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 3553 | $10,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
NALLS SHERBAKOFF GROUP LLC | COM | 3554 | $7,896 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |