Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 03-31-2024 | |
LUMATURE WEALTH PARTNERS LLC | COM | 1752 | $9,115 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MEEDER ASSET MANAGEMENT INC | COM | 1753 | $6,900 | 32 | 0.00 | 32 | +Inf | 03-31-2024 | |
HARTFORD FINANCIAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |