Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM | Liquidated | $37,746 | 2,700 | 0.00 | 0.00 | 2,700 | +Inf | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 752 | $37,565 | 2,687 | 0.00 | 0.00 | 140 | 5.50 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 753 | $47,000 | 2,680 | 0.00 | 0.00 | 2,599 | 3208.64 | 12-31-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 754 | $35,000 | 2,622 | 0.00 | 2,622 | +Inf | 09-30-2022 |