Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 951 | $9,435 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
STEWARD FINANCIAL GROUP LLC | COM | 952 | $9,000 | 99 | 0.00 | 0.00 | 57 | 135.71 | 03-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -77 | -44.51 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 954 | $7,000 | 90 | 0.00 | 0.00 | -25 | -21.74 | 06-30-2021 |