Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANDAAS & CO /WI /ADV | COM | 2601 | $559,000 | 4,923 | 0.00 | 0.00 | -900 | -15.46 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 2602 | $450,932 | 4,894 | 0.00 | 0.00 | 711 | 17.00 | 09-30-2023 |
TREK FINANCIAL LLC | COM | 2603 | $556,241 | 4,894 | 0.00 | 4,894 | +Inf | 03-31-2024 | |
MUSTARD SEED FINANCIAL LLC | COM | 2604 | $556,139 | 4,893 | 0.00 | 4,893 | +Inf | 03-31-2024 |