Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS INC | COM | 1401 | $482,758 | 1,894 | 0.00 | 0.00 | 1 | 0.05 | 03-31-2024 |
WELCH GROUP LLC | COMMON | 1402 | $481,746 | 1,890 | 0.00 | 1,890 | +Inf | 03-31-2024 | |
LINEWEAVER WEALTH ADVISORS LLC | COM | 1403 | $483,777 | 1,890 | 0.00 | 0.00 | -3,830 | -66.96 | 03-31-2024 |
FUSION CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | 0.91 | 12-31-2023 |