Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GITTERMAN WEALTH MANAGEMENT LLC | COM | 5201 | $480,171 | 2,662 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ELITE LIFE MANAGEMENT LLC | COM | 5202 | $479,992 | 2,661 | 0.00 | 0.00 | 243 | 10.05 | 03-31-2024 |
GUARDIAN FINANCIAL PARTNERS LLC | COM | 5203 | $479,811 | 2,660 | 0.00 | 0.00 | -340 | -11.33 | 03-31-2024 |
RESOURCE PLANNING GROUP | COM | 5204 | $346,193 | 2,656 | 0.00 | 0.21 | 506 | 23.53 | 06-30-2023 |