Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE WEALTH LLC | 08-12-2022 | 06-30-2022 | 228 | 94,958,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ASPEN GROUP INC | COMMON STOCK | 201 | $12,000 | 12,500 | 0.01 | 0.02 | 0 | 0.00 | 06-30-2022 |
| LAMAR ADVERTISING CO0050REIT | REAL ESTATE INVESTME | 202 | $11,000 | 122 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| FISERV INC | COMMON STOCK | 203 | $11,000 | 124 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
| FASTENAL CO | COMMON STOCK | 204 | $11,000 | 230 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
