Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REUTER JAMES WEALTH MANAGEMENT LLC | COM | 1101 | $539,435 | 4,683 | 0.00 | 0.00 | -2,555 | -35.30 | 12-31-2023 |
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | COM | 1102 | $494,966 | 4,677 | 0.00 | 0.00 | -271 | -5.48 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1103 | $491,920 | 4,648 | 0.00 | 0.00 | -269 | -5.47 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1104 | $535,178 | 4,646 | 0.00 | 0.00 | -830 | -15.16 | 12-31-2023 |