Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEMES RUSH GROUP LLC | COM | 901 | $3,029 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUTTON WEALTH ADVISORS INC | Stock | 902 | $2,896 | 39 | 0.00 | 0.00 | 15 | 62.50 | 09-30-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 39 | +Inf | 03-31-2024 | |
WETZEL INVESTMENT ADVISORS INC | HSIC | 904 | $2,449 | 35 | 0.00 | 0.00 | -74 | -67.89 | 03-31-2024 |