Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COM | 2001 | $348,504 | 3,073 | 0.00 | 3,073 | +Inf | 03-31-2024 | |
STRATEGIC WEALTH MANAGEMENT GROUP LLC | COM | 2002 | $295,000 | 3,069 | 0.11 | 0.11 | 2 | 0.07 | 06-30-2021 |
HOLISTIC PLANNING LLC | COM | 2003 | $346,045 | 3,051 | 0.00 | 0.00 | -10 | -0.33 | 03-31-2024 |
TOWNSEND & ASSOCIATES INC | COM | 2004 | $334,799 | 3,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |