Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 701 | $32,552 | 1,046 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST MERCANTILE TRUST CO | COM | 702 | $24,000 | 1,022 | 0.00 | 0.00 | -56 | -5.19 | 09-30-2021 |
NEO IVY CAPITAL MANAGEMENT | Stock | 703 | $25,000 | 1,017 | 0.03 | 1,017 | +Inf | 06-30-2021 | |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 |