Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR RESOURCE COUNCIL | COM NEW | Liquidated | $0 | 0 | 0.00 | 5,806 | +Inf | 03-31-2024 | |
WADE G W & INC | COM NEW | 2052 | $251,000 | 5,790 | 0.01 | 0.01 | -335 | -5.47 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM NEW | 2053 | $307,000 | 5,770 | 0.21 | 0.22 | -100 | -1.70 | 03-31-2022 |
TOBAM | COM | 2054 | $258,000 | 5,763 | 0.02 | 0.03 | -1,605 | -21.78 | 03-31-2024 |