Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOZAK & ASSOCIATES INC | Stock | 1951 | $5,109 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
AUTHENTIKOS WEALTH ADVISORY LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 | |
EVOLUTION ADVISERS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 03-31-2024 | |
FIRST PERSONAL FINANCIAL SERVICES | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |