Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LWM ADVISORY SERVICES LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 45 | +Inf | 12-31-2023 | |
IMA WEALTH INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL ADVISORS LTD LLC | COM NEW | 1553 | $9,000 | 41 | 0.00 | 0.00 | 3 | 7.89 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | LH | 1554 | $7,978 | 40 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |