Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 351 | $29,666 | 206 | 0.00 | 206 | +Inf | 12-31-2023 | |
CWM LLC | COM | 352 | $28,000 | 198 | 0.00 | 0.00 | -3 | -1.49 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 185 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 354 | $24,870 | 177 | 0.00 | 0.00 | 157 | 785.00 | 03-31-2024 |