Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 03-31-2024 | |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 2302 | $8,960 | 19 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DUNHILL FINANCIAL LLC | COM | 2303 | $9,111 | 19 | 0.00 | 19 | +Inf | 12-31-2023 | |
NAPLES MONEY MANAGEMENT LLC | Stock | 2304 | $9,334 | 18 | 0.00 | 0.00 | 5 | 38.46 | 03-31-2024 |