Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSB PREMIER WEALTH MANAGEMENT INC | COM | 2401 | $293,033 | 19,510 | 0.00 | 0.00 | -1,313 | -6.31 | 09-30-2023 |
HEDGES ASSET MANAGEMENT LLC | COM | 2402 | $343,200 | 19,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS | COM | 2403 | $326,158 | 19,436 | 0.00 | 0.00 | 2,161 | 12.51 | 12-31-2023 |
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 2404 | $357,701 | 19,430 | 0.00 | 0.10 | -1,543 | -7.36 | 12-31-2022 |