Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPC FINANCIAL INC | CL A | 4651 | $511,316 | 1,053 | 0.00 | 0.00 | 36 | 3.54 | 03-31-2024 |
ARCHVEST WEALTH ADVISORS INC | CL A | 4652 | $515,202 | 1,049 | 0.00 | 0.00 | -205 | -16.35 | 03-31-2024 |
ICW INVESTMENT ADVISORS LLC | CL A | 4653 | $509,504 | 1,049 | 0.00 | 0.00 | 73 | 7.48 | 03-31-2024 |
ENZI WEALTH | CL A | 4654 | $524,246 | 1,048 | 0.00 | 0.00 | -113 | -9.73 | 03-31-2024 |