Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3551 | $9,123 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3552 | $8,862 | 34 | 0.00 | 34 | +Inf | 12-31-2023 | |
FINANCIAL CONNECTIONS GROUP INC | COM | 3553 | $7,000 | 34 | 0.01 | 0.01 | -15 | -30.61 | 03-31-2024 |
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 3554 | $5,789 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |