Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 3601 | $230,136 | 1,163 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
OAK HARVEST INVESTMENT SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,700 | -80.18 | 06-30-2024 |
SUCCESSFUL PORTFOLIOS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,162 | +Inf | 06-30-2024 | |
SUNBURST FINANCIAL GROUP LLC | COM | 3604 | $229,635 | 1,160 | 0.00 | 0.00 | 251 | 27.61 | 06-30-2024 |