Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRFIELD BUSH & CO | Stock | Liquidated | $0 | 0 | 0.00 | 1,213 | +Inf | 03-31-2024 | |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,027 | -46.49 | 12-31-2023 |
FINANCIAL FREEDOM LLC | COM | 3953 | $69,242 | 1,175 | 0.00 | 0.00 | 15 | 1.29 | 12-31-2023 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 3954 | $65,441 | 1,169 | 0.00 | 0.00 | 3 | 0.26 | 09-30-2023 |