Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAGNER WEALTH MANAGEMENT LLC | COM | 4301 | $822,806 | 911 | 0.00 | 0.00 | 247 | 37.20 | 03-31-2024 |
PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 4302 | $823,143 | 911 | 0.00 | 0.00 | 109 | 13.59 | 03-31-2024 |
JAMES HAMBRO & PARTNERS | COM | 4303 | $819,591 | 908 | 0.00 | 0.00 | 216 | 31.21 | 03-31-2024 |
PLANNING DIRECTIONS INC | COM | 4304 | $449,437 | 908 | 0.00 | 0.28 | 12 | 1.34 | 12-31-2023 |