Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILLIPS WEALTH PLANNERS LLC | COM | 851 | $214,253 | 1,159 | 0.00 | 1,159 | +Inf | 03-31-2024 | |
HUMANKIND INVESTMENTS LLC | COM | 852 | $227,338 | 1,148 | 0.00 | 0.00 | -164 | -12.50 | 03-31-2024 |
AGATE PASS INVESTMENT MANAGEMENT LLC | COM | 853 | $225,358 | 1,138 | 0.00 | 1,138 | +Inf | 03-31-2024 | |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 854 | $224,955 | 1,136 | 0.00 | 1,136 | +Inf | 03-31-2024 |