Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 911 | +Inf | 12-31-2023 | |
ETF STORE INC | COM | 1652 | $238,756 | 910 | 0.00 | 0.00 | 9 | 1.00 | 03-31-2024 |
ENTERPRISE FINANCIAL SERVICES CORP | COM | 1653 | $238,875 | 910 | 0.00 | 0.00 | -99 | -9.81 | 03-31-2024 |
MY LEGACY ADVISORS LLC | COM | 1654 | $200,316 | 909 | 0.00 | 0.00 | -10 | -1.09 | 12-31-2023 |