Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DHJJ FINANCIAL ADVISORS LTD | COM | 1501 | $13,321 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 1502 | $13,321 | 97 | 0.00 | 0.00 | 2 | 2.11 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 1503 | $19,209 | 95 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |