Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 2001 | $7,616 | 351 | 0.00 | 351 | +Inf | 03-31-2024 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -207 | -37.64 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 2003 | $8,812 | 337 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GODSEY & GIBB INC | COM | 2004 | $7,006 | 323 | 0.00 | 0.00 | -100 | -23.64 | 03-31-2024 |