Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KMG FIDUCIARY PARTNERS LLC | COM | 2601 | $1,615,506 | 13,898 | 0.00 | 0.00 | -1,796 | -11.44 | 03-31-2024 |
WEALTH ARCHITECTS LLC | COM | 2602 | $1,388,622 | 13,889 | 0.00 | 0.00 | 146 | 1.06 | 12-31-2023 |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | COM | 2603 | $1,385,113 | 13,854 | 0.00 | 0.00 | 136 | 0.99 | 12-31-2023 |
ECLECTIC ASSOCIATES INC /ADV | COM | 2604 | $1,628,158 | 13,847 | 0.00 | 0.00 | -479 | -3.34 | 09-30-2023 |