Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKSTON FINANCIAL ADVISORY GROUP LLC | CL A | 4551 | $564,243 | 1,162 | 0.00 | 1,162 | +Inf | 03-31-2024 | |
WEALTH DIMENSIONS GROUP LTD | CL A | 4552 | $564,305 | 1,162 | 0.00 | 0.00 | -79 | -6.37 | 03-31-2024 |
GENWEALTH GROUP INC | CL A | 4553 | $563,278 | 1,160 | 0.00 | 0.00 | 50 | 4.50 | 03-31-2024 |
NORTHWEST WEALTH MANAGEMENT LLC | CL A | 4554 | $410,594 | 1,160 | 0.00 | 0.00 | 28 | 2.47 | 12-31-2023 |