Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANBROOK WEALTH MANAGEMENT LLC | COM | 4051 | $128,345 | 4,625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 4052 | $132,000 | 4,579 | 0.06 | 4,579 | +Inf | 12-31-2023 | |
AVALON TRUST CO | COM | 4053 | $130,074 | 4,518 | 0.00 | 0.00 | -210 | -4.44 | 12-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 4054 | $128,835 | 4,475 | 0.00 | 0.00 | 226 | 5.32 | 12-31-2023 |