Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
4J WEALTH MANAGEMENT LLC | COM | 4051 | $444,358 | 2,835 | 0.00 | 0.00 | 62 | 2.24 | 12-31-2023 |
WALKER ASSET MANAGEMENT LLC | COM | 4052 | $448,076 | 2,833 | 0.00 | 0.00 | 14 | 0.50 | 03-31-2024 |
KOHMANN BOSSHARD FINANCIAL SERVICES LLC | COM | 4053 | $447,850 | 2,831 | 0.00 | 0.00 | 401 | 16.50 | 03-31-2024 |
FIRSTPURPOSE WEALTH LLC | COM | 4054 | $440,799 | 2,830 | 0.00 | 0.00 | -184 | -6.10 | 09-30-2023 |