Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 1751 | $1,277 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 1752 | $1,370 | 23 | 0.00 | 0.00 | -85 | -78.70 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1753 | $1,308 | 22 | 0.00 | 22 | +Inf | 12-31-2023 | |
GHP INVESTMENT ADVISORS INC | COM | 1754 | $1,283 | 22 | 0.00 | 0.00 | 15 | 214.29 | 03-31-2023 |