Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 121 | 3.67 | 03-31-2024 |
DA DAVIDSON & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 703 | $231,000 | 3,303 | 0.14 | 3,303 | +Inf | 03-31-2022 | |
SYSTEMATIC PORTFOLIOS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,302 | +Inf | 03-31-2024 |