Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | COM | 2101 | $246,761 | 580 | 0.00 | 0.00 | 77 | 15.31 | 03-31-2024 |
PHYSICIAN WEALTH ADVISORS INC | COM | 2102 | $236,148 | 578 | 0.00 | 578 | +Inf | 03-31-2024 | |
AMJ FINANCIAL WEALTH MANAGEMENT | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -6.05 | 03-31-2024 |