Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 3151 | $21,803 | 153 | 0.00 | 0.00 | -129 | -45.74 | 12-31-2023 |
TEAM FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 12-31-2023 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 3153 | $26,405 | 149 | 0.00 | 0.00 | 10 | 7.19 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 3154 | $24,000 | 149 | 0.01 | 149 | +Inf | 03-31-2023 |