Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOX HILL WEALTH MANAGEMENT | COM | 3351 | $883,966 | 5,588 | 0.00 | 5,588 | +Inf | 03-31-2024 | |
IGNITE PLANNERS LLC | COM | 3352 | $880,621 | 5,582 | 0.00 | 0.00 | -963 | -14.71 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 3353 | $874,609 | 5,580 | 0.00 | 0.00 | 113 | 2.07 | 12-31-2023 |
MCNAUGHTON WEALTH MANAGEMENT LLC | COM | 3354 | $882,700 | 5,580 | 0.00 | 0.00 | 361 | 6.92 | 03-31-2024 |