Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET MANAGEMENT CORP /IL/ /ADV | COM | 3351 | $605,142 | 4,070 | 0.00 | 0.00 | -346 | -7.84 | 03-31-2023 |
HEARTWOOD WEALTH ADVISORS LLC | Stock | 3352 | $660,195 | 4,069 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STUART CHAUSSEE & ASSOCIATES INC | Common | 3353 | $621,000 | 4,062 | 0.30 | 0.24 | 18 | 0.45 | 03-31-2022 |
INCEPTIONR LLC | COM | 3354 | $595,245 | 4,062 | 0.00 | 4,062 | +Inf | 12-31-2023 |