Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD INVESTMENT ADVISORY GROUP LLC | COM | 3851 | $376,417 | 2,581 | 0.00 | 0.00 | -22 | -0.85 | 09-30-2023 |
TANDEM WEALTH ADVISORS LLC | Stock | 3852 | $418,605 | 2,580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC | COM | 3853 | $417,307 | 2,572 | 0.00 | 0.00 | -280 | -9.82 | 03-31-2024 |
REVISOR WEALTH MANAGEMENT LLC | COM | 3854 | $376,682 | 2,571 | 0.00 | 0.00 | -2,347 | -47.72 | 12-31-2023 |