Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS TRUST CO | CL A | 5251 | $267,069 | 550 | 0.00 | 550 | +Inf | 03-31-2024 | |
WESPAC ADVISORS LLC | CL A | 5252 | $266,583 | 549 | 0.00 | 549 | +Inf | 03-31-2024 | |
HORIZON FAMILY WEALTH INC | CL A | 5253 | $265,873 | 547 | 0.00 | 0.00 | -431 | -44.07 | 03-31-2024 |
ACCEL WEALTH MANAGEMENT | CL A | 5254 | $265,665 | 547 | 0.00 | 547 | +Inf | 03-31-2024 |