Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL & TAX ARCHITECTS LLC | COM | 451 | $5,646,990 | 21,558 | 0.00 | 21,558 | +Inf | 12-31-2023 | |
PLANNED SOLUTIONS INC | Stock | 452 | $2,284,293 | 21,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHRONOS WEALTH MANAGEMENT LLC | COM | 453 | $5,703,891 | 21,257 | 0.00 | 0.00 | -289 | -1.34 | 03-31-2024 |
B METZLER SEEL SOHN & CO AG | COM | 454 | $5,666,593 | 21,118 | 0.00 | 0.00 | -2,693 | -11.31 | 03-31-2024 |