Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FONVILLE WEALTH MANAGEMENT LLC | CL B NEW | 5101 | $246,005 | 585 | 0.00 | 585 | +Inf | 03-31-2024 | |
CLARITY ASSET MANAGEMENT INC | CL B NEW | 5102 | $245,584 | 584 | 0.00 | 584 | +Inf | 03-31-2024 | |
DURANTE & WATERS LLC | CL B NEW | 5103 | $243,902 | 580 | 0.00 | 580 | +Inf | 03-31-2024 | |
RTD FINANCIAL ADVISORS INC | CL B NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |