Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANBROOK WEALTH MANAGEMENT LLC | COM | 2651 | $1,963 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 2652 | $1,000 | 26 | 0.00 | 26 | +Inf | 09-30-2022 | |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 2653 | $1,817 | 25 | 0.00 | 0.00 | 8 | 47.06 | 06-30-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 2654 | $1,817 | 25 | 0.00 | 0.00 | -100 | -80.00 | 06-30-2024 |