Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HAZLETT BURT & WATSON INC | COM | 1252 | $1,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 1253 | $513 | 34 | 0.00 | 34 | +Inf | 03-31-2024 | |
STEWARD FINANCIAL GROUP LLC | COM | 1254 | $0 | 33 | 0.00 | 0.00 | 13 | 65.00 | 03-31-2023 |