Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 2601 | $25,000 | 250 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2022 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 2603 | $23,467 | 243 | 0.00 | 0.00 | -36 | -12.90 | 09-30-2023 |
NEMES RUSH GROUP LLC | COM | 2604 | $23,165 | 238 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |