Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 2401 | $2,313,139 | 14,623 | 0.00 | 0.00 | -35 | -0.24 | 03-31-2024 |
INTREPID FINANCIAL PLANNING GROUP LLC | COM | 2402 | $2,312,480 | 14,618 | 0.00 | 0.00 | -825 | -5.34 | 03-31-2024 |
FRAGASSO GROUP INC | COM | 2403 | $2,309,860 | 14,602 | 0.00 | 0.00 | 192 | 1.33 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 2404 | $2,309,793 | 14,601 | 0.00 | 0.00 | -101 | -0.69 | 03-31-2024 |