Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 2751 | $4,861 | 60 | 0.00 | 0.00 | -10 | -14.29 | 12-31-2023 |
JOHNSON MIDWEST FINANCIAL LLC | COM | 2752 | $4,197 | 56 | 0.00 | 0.00 | 1 | 1.82 | 09-30-2023 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -23 | -29.49 | 03-31-2024 |
TOTH FINANCIAL ADVISORY CORP | COM | 2754 | $3,809 | 52 | 0.00 | 0.00 | -100 | -65.79 | 03-31-2024 |