Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1001 | $847,236 | 1,524 | 0.00 | 0.00 | -328 | -17.71 | 03-31-2024 |
CAVALIER INVESTMENTS LLC | COM | 1002 | $847,024 | 1,524 | 0.00 | 0.00 | 56 | 3.81 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 1003 | $701,588 | 1,523 | 0.00 | 0.00 | 20 | 1.33 | 12-31-2023 |
SHAKESPEARE WEALTH MANAGEMENT INC | COM | 1004 | $701,646 | 1,523 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |