Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | Stock | 3151 | $379,354 | 1,440 | 0.00 | 1,440 | +Inf | 09-30-2023 | |
SIGNIFICANT WEALTH PARTNERS LLC | COM | 3152 | $427,084 | 1,440 | 0.00 | 1,440 | +Inf | 12-31-2023 | |
KOHMANN BOSSHARD FINANCIAL SERVICES LLC | COM | 3153 | $405,162 | 1,437 | 0.00 | 0.00 | 312 | 27.73 | 03-31-2024 |
TSAI CAPITAL CORP | COM | 3154 | $425,492 | 1,435 | 0.00 | 0.00 | -1,145 | -44.38 | 12-31-2023 |