Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 1501 | $6,000 | 264 | 0.00 | 264 | +Inf | 09-30-2022 | |
LENOX WEALTH ADVISORS LLC | COM | 1502 | $10,000 | 260 | 0.00 | 0.00 | -85 | -24.64 | 03-31-2022 |
KOZAK & ASSOCIATES INC | Stock | 1503 | $9,712 | 259 | 0.00 | 0.00 | 1 | 0.39 | 03-31-2024 |
MISSOURI TRUST & INVESTMENT CO | COM | 1504 | $9,855 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |