Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 2751 | $234,000 | 2,661 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2023 |
SECURED RETIREMENT ADVISORS LLC | SHS | 2752 | $209,377 | 2,660 | 0.00 | 0.00 | 32 | 1.22 | 06-30-2024 |
ONEASCENT FINANCIAL SERVICES LLC | SHS | 2753 | $209,000 | 2,660 | 0.03 | 0.02 | 292 | 12.33 | 06-30-2024 |
REVISOR WEALTH MANAGEMENT LLC | SHS | 2754 | $218,348 | 2,651 | 0.00 | 0.00 | -905 | -25.45 | 12-31-2023 |