Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 701 | $27,573 | 650 | 0.00 | 650 | +Inf | 03-31-2024 | |
SRS CAPITAL ADVISORS INC | COM | Liquidated | $27,405 | 646 | 0.00 | 0.00 | 646 | +Inf | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 703 | $27,192 | 641 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TIMESCALE FINANCIAL INC | COM | 704 | $34,045 | 608 | 0.00 | 608 | +Inf | 06-30-2023 |