Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | ETF | 151 | $164,332 | 12,203 | 0.00 | 12,203 | +Inf | 03-31-2024 | |
SUMMIT FINANCIAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 12,203 | +Inf | 03-31-2024 | |
CORDASCO FINANCIAL NETWORK | COM | 153 | $169,000 | 11,877 | 0.11 | 0.11 | 340 | 2.95 | 03-31-2022 |
CENTAURUS FINANCIAL INC | COM | 154 | $157,000 | 11,743 | 0.01 | 0.01 | 3,122 | 36.21 | 06-30-2023 |