Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GODSEY & GIBB INC | COM | 1551 | $11,555 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | REIT | 1552 | $9,904 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | REIT | 1553 | $10,229 | 12 | 0.00 | 0.00 | 10 | 500.00 | 03-31-2024 |
BOGART WEALTH LLC | REIT | 1554 | $10,007 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |