Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
4THOUGHT FINANCIAL GROUP INC | CL A | 4151 | $23,597 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 4152 | $21,313 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COUNTRY TRUST BANK | COMMON STOCK | 4153 | $18,766 | 44 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | CL A | Liquidated | $21,216 | 44 | 0.00 | 0.00 | 44 | +Inf | 03-31-2024 |