Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 1901 | $9,625 | 10 | 0.00 | 0.00 | -6 | -37.50 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 1902 | $7,905 | 9 | 0.00 | 0.00 | 3 | 50.00 | 12-31-2023 |
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 1903 | $7,905 | 9 | 0.00 | 0.00 | -558 | -98.41 | 12-31-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1904 | $8,663 | 9 | 0.00 | 9 | +Inf | 03-31-2024 |