Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 3901 | $54,085 | 476 | 0.00 | 0.00 | 1 | 0.21 | 03-31-2024 |
HORIZON FINANCIAL SERVICES LLC | Stock | 3902 | $53,420 | 470 | 0.00 | 470 | +Inf | 03-31-2024 | |
BRIAUD FINANCIAL PLANNING INC | COM | 3903 | $54,000 | 469 | 0.03 | 469 | +Inf | 03-31-2024 | |
NEWSQUARE CAPITAL LLC | Stock | 3904 | $52,738 | 464 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |