Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVELSBERGER FINANCIAL ADVISORY | COM | 3851 | $138,532 | 2,351 | 0.00 | 2,351 | +Inf | 12-31-2023 | |
JOHNSON MIDWEST FINANCIAL LLC | COM | 3852 | $130,601 | 2,333 | 0.00 | 0.00 | 12 | 0.52 | 09-30-2023 |
STUART CHAUSSEE & ASSOCIATES INC | Common | 3853 | $144,000 | 2,320 | 0.07 | 0.05 | 182 | 8.51 | 03-31-2022 |
TYLER-STONE WEALTH MANAGEMENT | COM | 3854 | $139,185 | 2,275 | 0.00 | 0.00 | -461 | -16.85 | 03-31-2024 |