Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 801 | $122,000 | 2,550 | 0.08 | 0.04 | 1,327 | 108.50 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -66 | -2.54 | 03-31-2024 |
SPARTAN FUND MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.13 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | 804 | $119,700 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |