Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YD MORE INVESTMENTS LTD | COM | 4301 | $120,894 | 1,111 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $144,190 | 1,093 | 0.00 | 0.00 | 1,093 | +Inf | 03-31-2024 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 4303 | $118,723 | 1,089 | 0.00 | 0.00 | 89 | 8.90 | 12-31-2023 |
CAPE INVESTMENT ADVISORY INC | COM | 4304 | $115,712 | 1,061 | 0.00 | 0.00 | 35 | 3.41 | 12-31-2023 |