Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON MIDWEST FINANCIAL LLC | COM | 4701 | $45,324 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AMERICA FIRST INVESTMENT ADVISORS LLC | COM | 4702 | $57,540 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SKYLANDS CAPITAL LLC | COM | 4703 | $57,540 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANCTUARY WEALTH MANAGEMENT LLC | COM | 4704 | $56,389 | 147 | 0.00 | 0.00 | -34 | -18.78 | 03-31-2024 |