Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR RESOURCE COUNCIL | COM NEW | Liquidated | $0 | 0 | 0.00 | 5,069 | +Inf | 03-31-2024 | |
PHYSICIAN WEALTH ADVISORS INC | COM NEW | 1302 | $234,212 | 5,031 | 0.00 | 5,031 | +Inf | 03-31-2024 | |
SNOW CAPITAL MANAGEMENT LP | COM | 1303 | $243,000 | 5,030 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |
CAHILL FINANCIAL ADVISORS INC | Stock | 1304 | $239,885 | 5,011 | 0.00 | 5,011 | +Inf | 03-31-2024 |