Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DINUZZO PRIVATE WEALTH INC | COM | 1201 | $1,981 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 12-31-2023 | |
MCF ADVISORS LLC | COM | 1203 | $1,981 | 10 | 0.00 | 0.00 | 2 | 25.00 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | COM | 1204 | $1,989 | 10 | 0.00 | 0.00 | -12 | -54.55 | 03-31-2024 |