Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM NEW | 701 | $8,093 | 202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FLAHARTY ASSET MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 76 | 68.47 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM NEW | 704 | $5,396 | 175 | 0.00 | 175 | +Inf | 03-31-2023 |