Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 951 | $11,764 | 187 | 0.00 | 187 | +Inf | 03-31-2024 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 16 | 9.70 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORMULAFOLIO INVESTMENTS LLC | COM | 954 | $10,000 | 176 | 0.00 | 0.00 | 38 | 27.54 | 06-30-2021 |