Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 13,674 | +Inf | 03-31-2024 | |
CRESCENT GROVE ADVISORS LLC | COMM | 152 | $144,315 | 13,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | COM | 153 | $144,315 | 13,500 | 0.00 | 0.00 | -2,500 | -15.62 | 03-31-2024 |
MELFA WEALTH MANAGEMENT INC | COM | 154 | $141,592 | 13,245 | 0.00 | 0.00 | 69 | 0.52 | 03-31-2024 |