Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HBW ADVISORY SERVICES LLC | COM | 3401 | $240,000 | 2,176 | 0.04 | 2,176 | +Inf | 03-31-2024 | |
PERSONAL WEALTH PARTNERS | COM | 3402 | $257,000 | 2,174 | 0.11 | 2,174 | +Inf | 03-31-2022 | |
JAMES HAMBRO & PARTNERS | COM | 3403 | $246,703 | 2,171 | 0.00 | 0.00 | 121 | 5.90 | 03-31-2024 |
ML & R WEALTH MANAGEMENT LLC | COM | 3404 | $246,642 | 2,170 | 0.00 | 0.00 | 87 | 4.18 | 03-31-2024 |