Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 1651 | $8,116 | 36 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1652 | $4,611 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1653 | $4,912 | 34 | 0.00 | 34 | +Inf | 12-31-2023 | |
BULL OAK CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 12-31-2023 |