Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 1501 | $36,860 | 1,225 | 0.00 | 0.00 | -675 | -35.53 | 12-31-2023 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,222 | +Inf | 12-31-2023 | |
EXCHANGE TRADED CONCEPTS LLC | COM | 1503 | $36,566 | 1,210 | 0.00 | 0.00 | 1,157 | 2183.02 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1504 | $36,264 | 1,200 | 0.00 | 0.00 | 600 | 100.00 | 03-31-2024 |