Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DHJJ FINANCIAL ADVISORS LTD | COM | 1101 | $2,342 | 58 | 0.00 | 0.00 | -23 | -28.40 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1102 | $2,157 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | 1103 | $1,843 | 53 | 0.00 | 0.00 | 1 | 1.92 | 12-31-2023 |
DINUZZO PRIVATE WEALTH INC | COM | 1104 | $2,030 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |