Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
180 WEALTH ADVISORS LLC | COM | 2451 | $247,954 | 2,359 | 0.00 | 0.00 | 377 | 19.02 | 03-31-2023 |
HAMILTON CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,356 | +Inf | 03-31-2024 | |
WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | COM | 2453 | $249,347 | 2,351 | 0.00 | 0.00 | -650 | -21.66 | 03-31-2024 |
RETIREMENT INCOME SOLUTIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -480 | -16.96 | 12-31-2023 |