Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRINITY WEALTH MANAGEMENT LLC | COM | 2851 | $1,439,777 | 9,186 | 0.00 | 0.00 | -184 | -1.96 | 12-31-2023 |
BRIGHTWORTH | COM | 2852 | $1,498,000 | 9,171 | 0.16 | 0.17 | 169 | 1.88 | 09-30-2022 |
UNITED ASSET STRATEGIES INC | COM | 2853 | $1,450,555 | 9,170 | 0.00 | 0.00 | 418 | 4.78 | 03-31-2024 |
GREAT LAKES RETIREMENT INC | COM | 2854 | $1,436,049 | 9,162 | 0.00 | 0.00 | -138 | -1.48 | 12-31-2023 |