Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DONALD L HAGAN LLC | COM | 5851 | $818,065 | 1,944 | 0.00 | 0.00 | 43 | 2.26 | 03-31-2024 |
ACTIVEST WEALTH MANAGEMENT | COM | 5852 | $816,833 | 1,942 | 0.00 | 0.00 | 198 | 11.35 | 03-31-2024 |
BLANKINSHIP & FOSTER LLC | COM | 5853 | $726,644 | 1,932 | 0.00 | 0.00 | 200 | 11.55 | 12-31-2023 |
PRIVATE WEALTH STRATEGIES LLC | COM | 5854 | $809,293 | 1,924 | 0.00 | 0.00 | 20 | 1.05 | 03-31-2024 |