Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | COM | 951 | $255,236 | 12,131 | 0.00 | 0.00 | -17,021 | -58.39 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 952 | $254,563 | 12,099 | 0.00 | 0.00 | -3,568 | -22.77 | 03-31-2024 |
MERIT FINANCIAL GROUP LLC | COM | 953 | $239,511 | 12,097 | 0.00 | 0.00 | 1,055 | 9.55 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 954 | $248,289 | 12,076 | 0.00 | 0.00 | -2,470 | -16.98 | 03-31-2024 |