Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAINSBERGER WEALTH ADVISORS INC | COM | 2001 | $1,260,704 | 4,791 | 0.00 | 0.00 | -115 | -2.34 | 12-31-2023 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | COM | 2002 | $1,442,652 | 4,790 | 0.00 | 0.00 | -676 | -12.37 | 03-31-2024 |
BRADY FAMILY WEALTH LLC | COM | 2003 | $1,253,599 | 4,764 | 0.00 | 0.00 | 300 | 6.72 | 12-31-2023 |
EAGLE STRATEGIES LLC | COM | 2004 | $783,000 | 4,744 | 0.29 | 0.20 | 2,372 | 100.00 | 06-30-2022 |