Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCEL WEALTH MANAGEMENT | COM | 2751 | $267,544 | 4,934 | 0.00 | 0.00 | 788 | 19.01 | 03-31-2024 |
WOODWARD DIVERSIFIED CAPITAL LLC | COM | 2752 | $267,408 | 4,931 | 0.00 | 0.00 | 647 | 15.10 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | 2753 | $267,028 | 4,924 | 0.00 | 0.00 | -95 | -1.89 | 03-31-2024 |
BRENDEL FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.17 | 4,922 | +Inf | 03-31-2024 |