Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 1851 | $21,000 | 278 | 0.00 | 0.00 | 55 | 24.66 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | Liquidated | $19,861 | 268 | 0.00 | 0.00 | 268 | +Inf | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 265 | +Inf | 12-31-2023 | |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 1854 | $16,000 | 264 | 0.01 | 0.01 | 36 | 15.79 | 09-30-2021 |