Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONE DEGREE ADVISORS INC | COM | 5701 | $221,000 | 1,220 | 0.11 | 0.11 | -24 | -1.93 | 03-31-2024 |
MARKS WEALTH LLC | COM | 5702 | $220,064 | 1,220 | 0.00 | 1,220 | +Inf | 03-31-2024 | |
20/20 CAPITAL MANAGEMENT INC | COM | 5703 | $4,194,000 | 1,219 | 1.09 | 1.08 | 18 | 1.50 | 06-30-2021 |
BCU WEALTH ADVISORS LLC | COM | 5704 | $219,522 | 1,217 | 0.00 | 1,217 | +Inf | 03-31-2024 |