Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 3001 | $14,232 | 155 | 0.00 | 0.00 | 2 | 1.31 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 3002 | $14,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3003 | $14,018 | 149 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL FREEDOM LLC | COM | 3004 | $13,772 | 146 | 0.00 | 0.00 | -3 | -2.01 | 12-31-2023 |