Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HTG INVESTMENT ADVISORS INC | COM | 4801 | $749,299 | 4,154 | 0.00 | 0.00 | -697 | -14.37 | 03-31-2024 |
TALISMAN WEALTH ADVISORS LLC | COM | 4802 | $525,514 | 4,134 | 0.00 | 0.00 | 169 | 4.26 | 09-30-2023 |
MOSLEY WEALTH MANAGEMENT | COM | 4803 | $745,150 | 4,131 | 0.00 | 0.00 | 1,076 | 35.22 | 03-31-2024 |
VICTORY FINANCIAL GROUP LLC | COM | 4804 | $742,264 | 4,115 | 0.00 | 0.00 | -1,102 | -21.12 | 03-31-2024 |