Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM NEW | 951 | $31,607 | 335 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MEEDER ASSET MANAGEMENT INC | COM NEW | Liquidated | $24,898 | 327 | 0.00 | 0.00 | 327 | +Inf | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 953 | $22,918 | 301 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM NEW | 954 | $25,917 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |