Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1901 | $165,583 | 13,332 | 0.00 | 0.00 | -2,248 | -14.43 | 09-30-2023 |
GILL CAPITAL PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 0.09 | 12-31-2023 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1903 | $176,597 | 13,298 | 0.00 | 0.00 | 60 | 0.45 | 03-31-2024 |
LBMC INVESTMENT ADVISORS LLC | COM | 1904 | $176,545 | 13,294 | 0.00 | 0.00 | 156 | 1.19 | 03-31-2024 |