Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDWOOD WEALTH MANAGEMENT GROUP LLC | COM | 2151 | $483,354 | 6,060 | 0.00 | 0.00 | -268 | -4.24 | 03-31-2024 |
MIDWEST FINANCIAL GROUP LLC | COM | 2152 | $481,000 | 6,035 | 0.00 | 0.00 | 310 | 5.41 | 03-31-2024 |
STRATEGIC INVESTMENT ADVISORS / MI | COM | 2153 | $474,285 | 6,007 | 0.00 | 0.00 | -24,341 | -80.21 | 12-31-2023 |
WEALTHCARE INVESTMENT PARTNERS LLC | COM | 2154 | $477,493 | 5,987 | 0.00 | 0.00 | -333 | -5.27 | 03-31-2024 |