Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCKER STREETT & CO INC | UNIT SER 1 | 2951 | $814,314 | 1,834 | 0.00 | 0.00 | -22 | -1.19 | 03-31-2024 |
CAHILL FINANCIAL ADVISORS INC | ETF | 2952 | $814,262 | 1,834 | 0.00 | 0.00 | 103 | 5.95 | 03-31-2024 |
HERITAGE TRUST CO | ETF-EQUITY | 2953 | $813,870 | 1,833 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MERIDIAN WEALTH ADVISORS LLC | UNIT SER 1 | 2954 | $813,643 | 1,832 | 0.00 | 0.00 | 200 | 12.25 | 03-31-2024 |