Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOLISTIC PLANNING LLC | COM | 4001 | $1,149,328 | 1,272 | 0.00 | 0.00 | -17 | -1.32 | 03-31-2024 |
REUTER JAMES WEALTH MANAGEMENT LLC | COM | 4002 | $629,920 | 1,272 | 0.00 | 0.00 | -254 | -16.64 | 12-31-2023 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 4003 | $1,148,511 | 1,271 | 0.00 | 0.00 | -101 | -7.36 | 03-31-2024 |
HORIZON FAMILY WEALTH INC | COM | 4004 | $1,146,548 | 1,269 | 0.00 | 0.00 | -145 | -10.25 | 03-31-2024 |