Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SRS CAPITAL ADVISORS INC | COM | 953 | $37,631 | 90 | 0.00 | 0.00 | 1 | 1.12 | 12-31-2023 |
COLONIAL TRUST CO / SC | Stock | 954 | $35,136 | 84 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |