Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.02 | 235 | +Inf | 12-31-2023 | |
HAZLETT BURT & WATSON INC | SHS | 2502 | $75,000 | 235 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 2503 | $73,000 | 233 | 0.04 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | SHS | 2504 | $72,229 | 231 | 0.00 | 0.00 | 44 | 23.53 | 03-31-2024 |