Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEMUS WEALTH PARTNERS LLC | COM | 3951 | $402,340 | 1,049 | 0.00 | 0.00 | 14 | 1.35 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 3952 | $402,568 | 1,049 | 0.00 | 0.00 | -11 | -1.04 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM | Liquidated | $0 | 0 | 0.23 | 0.22 | -50 | -4.56 | 03-31-2024 |
PACIFIC SUN FINANCIAL CORP | COM | 3954 | $316,059 | 1,046 | 0.00 | 0.00 | 200 | 23.64 | 09-30-2023 |