Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 3501 | $15,183 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
MARQUETTE ASSET MANAGEMENT LLC | COM | 3502 | $9,440 | 25 | 0.00 | 0.00 | 11 | 78.57 | 09-30-2023 |
ARCHER INVESTMENT CORP | Stock | 3503 | $8,963 | 24 | 0.00 | 24 | +Inf | 09-30-2023 | |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 3504 | $9,062 | 24 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |