Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFFITT & GOODSON INC | COM | 1651 | $93,399 | 1,165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 576 | 100.00 | 12-31-2023 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1653 | $79,559 | 1,133 | 0.00 | 1,133 | +Inf | 12-31-2023 | |
GODSEY & GIBB INC | COM | 1654 | $90,833 | 1,133 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |