Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | REIT | 1651 | $6,000 | 20 | 0.00 | 0.00 | 5 | 33.33 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 1652 | $6,100 | 20 | 0.00 | 0.00 | 10 | 100.00 | 12-31-2023 |
UNION SAVINGS BANK | COMMON STOCK | 1653 | $5,801 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 12-31-2023 |