Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | COM | 351 | $36,534 | 4,194 | 0.00 | 0.00 | 65 | 1.57 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 352 | $35,145 | 4,035 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
US BANCORP \DE\ | COM | 353 | $34,667 | 4,031 | 0.00 | 0.00 | -101 | -2.44 | 12-31-2023 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 354 | $45,135 | 4,009 | 0.00 | 0.00 | 54 | 1.37 | 03-31-2024 |