Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | 3351 | $57,866 | 634 | 0.00 | 0.00 | 17 | 2.76 | 09-30-2023 |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $57,850 | 633 | 0.00 | 0.00 | 633 | +Inf | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 3353 | $60,000 | 625 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 3354 | $56,000 | 620 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2022 |