Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RDA FINANCIAL NETWORK | COM | 2751 | $1,266,183 | 3,301 | 0.00 | 0.00 | 2,097 | 174.17 | 03-31-2024 |
DREXEL MORGAN & CO | COM | 2752 | $1,265,880 | 3,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PATRICK M SWEENEY & ASSOCIATES INC | COM | 2753 | $1,264,340 | 3,296 | 0.00 | 0.00 | 32 | 0.98 | 03-31-2024 |
KEYSTONE WEALTH PARTNERS | Common Stock | 2754 | $986,000 | 3,295 | 0.46 | 1.12 | -2,570 | -43.82 | 03-31-2022 |