Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINDSOR ADVISORY GROUP LLC | COM | 3451 | $568,033 | 3,876 | 0.00 | 0.00 | -1,316 | -25.35 | 12-31-2023 |
20/20 CAPITAL MANAGEMENT INC | COM | 3452 | $522,000 | 3,865 | 0.14 | 0.15 | 20 | 0.52 | 06-30-2021 |
TRUEWEALTH ADVISORS LLC | COM | 3453 | $626,933 | 3,864 | 0.00 | 0.00 | -336 | -8.00 | 03-31-2024 |
CYPRESS WEALTH SERVICES LLC | COM | 3454 | $563,255 | 3,862 | 0.00 | 0.00 | -1,852 | -32.41 | 09-30-2023 |