Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 1551 | $200,982 | 1,078 | 0.00 | 0.00 | 6 | 0.56 | 12-31-2023 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 1,077 | +Inf | 03-31-2024 | |
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | COM | 1553 | $213,458 | 1,077 | 0.00 | 1,077 | +Inf | 03-31-2024 | |
QUADRANT PRIVATE WEALTH MANAGEMENT LLC | COM | 1554 | $200,114 | 1,073 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |