Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 4901 | $397,696 | 819 | 0.00 | 0.00 | -2,318 | -73.89 | 03-31-2024 |
YARGER WEALTH STRATEGIES LLC | CL A | 4902 | $397,349 | 818 | 0.00 | 0.00 | 82 | 11.14 | 03-31-2024 |
ONE PLUS ONE WEALTH MANAGEMENT LLC | CL A | 4903 | $396,257 | 816 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CLIENT SERVICES LLC | CL A | 4904 | $396,391 | 816 | 0.00 | 0.00 | -92 | -10.13 | 03-31-2024 |