Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KELLY FINANCIAL SERVICES LLC | SHS | 302 | $3,684 | 317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 303 | $8,000 | 300 | 0.00 | 300 | +Inf | 03-31-2022 | |
HAZLETT BURT & WATSON INC | SHS | 304 | $3,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |