Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | COM | 601 | $501 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | CL A COM | 602 | $2,000 | 100 | 0.00 | 0.00 | -100 | -50.00 | 03-31-2022 |
CAPE INVESTMENT ADVISORY INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PIERSHALE FINANCIAL GROUP INC | CL A COM | 604 | $352 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |