Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERTIFIED ADVISORY CORP | Stock | 1251 | $293,661 | 1,008 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INNOVATIVE PORTFOLIOS | COM | 1252 | $352,000 | 1,008 | 0.01 | 0.01 | -117 | -10.40 | 12-31-2021 |
CENTRAL TRUST CO | COM | 1253 | $291,914 | 1,002 | 0.00 | 0.00 | -61 | -5.74 | 03-31-2024 |
WMS PARTNERS LLC | COM | 1254 | $291,622 | 1,001 | 0.00 | 0.00 | -6 | -0.60 | 03-31-2024 |