Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANBROOK WEALTH MANAGEMENT LLC | SHS CLASS A | 3351 | $7,973 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIFESTEPS FINANCIAL INC | Stock | 3352 | $7,625 | 22 | 0.00 | 22 | +Inf | 03-31-2024 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | SHS CLASS A | 3353 | $7,720 | 22 | 0.00 | 22 | +Inf | 12-31-2023 | |
ROCKY MOUNTAIN ADVISERS LLC | SHS CLASS A | 3354 | $7,625 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |