Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIDGEWEALTH ADVISORY GROUP LLC | COM | 601 | $242,873 | 3,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BFSG LLC | COM | 602 | $237,642 | 3,180 | 0.00 | 0.06 | -2,143 | -40.26 | 03-31-2024 |
WATERSHED ASSET MANAGEMENT LLC | COM | 603 | $225,865 | 3,144 | 0.00 | 3,144 | +Inf | 12-31-2023 | |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | COM | 604 | $234,608 | 3,139 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |