Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 2251 | $26,283 | 170 | 0.00 | 170 | +Inf | 12-31-2023 | |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 168 | +Inf | 12-31-2023 | |
BRAY CAPITAL ADVISORS | COM | 2253 | $26,987 | 167 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 166 | +Inf | 03-31-2024 |