Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | COM | 651 | $198,845 | 679 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CENTAURUS FINANCIAL INC | COM | 652 | $169,000 | 647 | 0.01 | 0.02 | -260 | -28.67 | 06-30-2023 |
CWM LLC | COM | 653 | $140,000 | 639 | 0.00 | 0.00 | -222 | -25.78 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 629 | +Inf | 03-31-2024 |