Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 1601 | $23,943 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ENRICH FINANCIAL PARTNERS LLC | COM | 1604 | $22,691 | 145 | 0.00 | 145 | +Inf | 03-31-2024 |