Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 2901 | $9,645 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LEGEND FINANCIAL ADVISORS INC | COM | 2902 | $10,025 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
RIGGS ASSET MANAGMENT CO INC | COM | 2903 | $9,607 | 23 | 0.00 | 0.00 | 3 | 15.00 | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 2904 | $7,000 | 22 | 0.01 | 22 | +Inf | 03-31-2021 |