Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 1301 | $12,383 | 93 | 0.00 | 0.00 | -28 | -23.14 | 03-31-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1302 | $12,000 | 91 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
GROVE BANK & TRUST | COM | 1303 | $12,117 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 1304 | $12,054 | 84 | 0.00 | 84 | +Inf | 06-30-2023 |