Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEMMAX FINANCIAL ADVISORS INC | COM | 3801 | $144,560 | 841 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3802 | $904,000 | 839 | 0.26 | 0.60 | -892 | -51.53 | 03-31-2022 |
EATON FINANCIAL HOLDINGS COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,605 | -88.74 | 03-31-2024 |
ACCEL WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 4.10 | 03-31-2024 |