Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 4001 | $157,800 | 3,761 | 0.00 | 0.00 | -15,503 | -80.48 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | 4002 | $155,894 | 3,715 | 0.00 | 0.00 | -2,250 | -37.72 | 03-31-2024 |
TSFG LLC | Common Stock | 4003 | $156,000 | 3,707 | 0.04 | 0.08 | -3,241 | -46.65 | 03-31-2024 |
RIA ADVISORY GROUP LLC | COM | 4004 | $873,766 | 3,658 | 0.00 | 0.00 | -15,611 | -81.02 | 12-31-2023 |