Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 458 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 552 | $26,863 | 427 | 0.00 | 0.00 | 34 | 8.65 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 553 | $22,000 | 408 | 0.00 | 0.00 | -182 | -30.85 | 12-31-2021 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 554 | $24,876 | 395 | 0.00 | 0.00 | 2 | 0.51 | 03-31-2024 |