Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 1351 | $4,000 | 36 | 0.00 | 0.00 | 17 | 89.47 | 03-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 1352 | $2,785 | 34 | 0.00 | 0.00 | -10 | -22.73 | 12-31-2023 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1353 | $2,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 |