Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | MDT | Liquidated | $0 | 0 | 0.00 | 0.17 | -2 | -0.06 | 06-30-2024 |
ERTS WEALTH ADVISORS LLC | SHS | 2502 | $269,167 | 3,420 | 0.00 | 0.00 | 18 | 0.53 | 06-30-2024 |
CFO4LIFE LP | SHS | 2503 | $265,418 | 3,415 | 0.00 | 3,415 | +Inf | 12-31-2022 | |
GLOBAL TRUST ASSET MANAGEMENT LLC | SHS | 2504 | $268,086 | 3,406 | 0.00 | 0.00 | 258 | 8.20 | 06-30-2024 |