Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPOTLIGHT ASSET GROUP INC | Stock | 2451 | $63,984 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
ROBLE BELKO & COMPANY INC | COM | 2452 | $94,000 | 300 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | SHS | 2453 | $93,179 | 298 | 0.00 | 298 | +Inf | 03-31-2024 | |
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH | SHS | 2454 | $92,241 | 295 | 0.00 | 295 | +Inf | 03-31-2024 |