Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUTTON WEALTH ADVISORS INC | Stock | 1551 | $25,715 | 78 | 0.00 | 0.00 | 6 | 8.33 | 09-30-2023 |
WETZEL INVESTMENT ADVISORS INC | AMP | 1552 | $32,185 | 78 | 0.00 | 0.02 | -12 | -13.33 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 1553 | $34,000 | 77 | 0.01 | 77 | +Inf | 03-31-2024 | |
EMFO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |