Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 103 | +Inf | 12-31-2023 | |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1403 | $9,891 | 101 | 0.00 | 101 | +Inf | 03-31-2024 | |
BURLESON & COMPANY LLC | COM | 1404 | $8,000 | 101 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |