Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 1701 | $18,116 | 170 | 0.00 | 0.00 | 123 | 261.70 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1702 | $20,000 | 168 | 0.00 | 168 | +Inf | 09-30-2022 | |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1703 | $17,689 | 166 | 0.00 | 0.00 | 2 | 1.22 | 03-31-2024 |
DISCIPLINA CAPITAL MANAGEMENT LLC | EQTY | 1704 | $17,582 | 165 | 0.00 | 165 | +Inf | 03-31-2024 |