Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM | 1651 | $41,820 | 1,161 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RATIONAL ADVISORS LLC | COM | 1652 | $37,571 | 1,132 | 0.00 | 0.00 | -34 | -2.92 | 09-30-2023 |
CORDASCO FINANCIAL NETWORK | COM | 1653 | $52,000 | 1,127 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1654 | $40,485 | 1,119 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |