Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE PRIVATE WEALTH GROUP LLC | COM | 3601 | $48,000 | 174 | 0.06 | 0.09 | 0 | 0.00 | 09-30-2022 |
REDMONT WEALTH ADVISORS LLC | Stock | 3602 | $86,287 | 171 | 0.00 | 171 | +Inf | 03-31-2024 | |
HORIZON BANCORP INC /IN/ | Com | Liquidated | $0 | 0 | 0.05 | 166 | +Inf | 03-31-2024 | |
CALDWELL SUTTER CAPITAL INC | COM | 3604 | $83,764 | 166 | 0.00 | 0.00 | -10 | -5.68 | 03-31-2024 |