Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEMMAX FINANCIAL ADVISORS INC | COM NEW | 1651 | $21,403 | 403 | 0.00 | 0.00 | 1 | 0.25 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | COM NEW | 1652 | $17,000 | 403 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $19,148 | 400 | 0.00 | 0.00 | -201 | -33.44 | 03-31-2024 |
RETIREMENT GROUP LLC | COM NEW | 1654 | $19,148 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |