Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -442 | -22.27 | 03-31-2024 |
CLARITY WEALTH ADVISORS LLC | COM | 3152 | $222,238 | 1,537 | 0.00 | 1,537 | +Inf | 12-31-2023 | |
KRAEMATON INVESTMENT ADVISORS INC | COM | 3153 | $259,709 | 1,534 | 0.00 | 0.00 | 3 | 0.20 | 03-31-2024 |
UNITED BANK | COMMON STOCK | 3154 | $221,717 | 1,533 | 0.00 | 1,533 | +Inf | 12-31-2023 |