Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REZNY WEALTH MANAGEMENT INC | COM | 2401 | $256,044 | 613 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | 2402 | $255,626 | 612 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 2403 | $235,991 | 612 | 0.00 | 0.00 | -17 | -2.70 | 12-31-2023 |
TSFG LLC | Common Stock | 2404 | $255,000 | 611 | 0.06 | 0.08 | -57 | -8.53 | 03-31-2024 |