Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1751 | $22,950 | 659 | 0.00 | 659 | +Inf | 12-31-2023 | |
SMITHFIELD TRUST CO | COM | 1752 | $25,000 | 640 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1753 | $24,739 | 635 | 0.00 | 0.00 | 4 | 0.63 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | WMB | 1754 | $23,149 | 616 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |