Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1802 | $5,855 | 93 | 0.00 | 0.00 | 84 | 933.33 | 03-31-2024 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 1804 | $5,591 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |