Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1301 | $10,012 | 83 | 0.00 | 83 | +Inf | 03-31-2024 | |
MARQUETTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -71 | -46.10 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1303 | $3,000 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
COVINGTON CAPITAL MANAGEMENT | COM | 1304 | $3,000 | 79 | 0.00 | 0.00 | 22 | 38.60 | 06-30-2022 |