Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 3051 | $164,741 | 2,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 3052 | $163,986 | 2,056 | 0.00 | 0.00 | -214 | -9.43 | 03-31-2024 |
ACROPOLIS INVESTMENT MANAGEMENT LLC | COM | 3053 | $163,871 | 2,055 | 0.00 | 0.00 | -291 | -12.40 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 3054 | $162,392 | 2,036 | 0.00 | 0.00 | 1,170 | 135.10 | 03-31-2024 |