Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1151 | $14,959 | 98 | 0.00 | 0.00 | 40 | 68.97 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1152 | $14,349 | 94 | 0.00 | 94 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | 1153 | $13,890 | 91 | 0.00 | 0.00 | -1,178 | -92.83 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1154 | $13,000 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |