Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 3801 | $2,556 | 52 | 0.00 | 0.21 | -17 | -24.64 | 09-30-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 3802 | $2,815 | 52 | 0.00 | 0.00 | -38 | -42.22 | 03-31-2024 |
HORIZON FINANCIAL SERVICES LLC | Stock | 3803 | $2,712 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
VALUED WEALTH ADVISORS LLC | COM | 3804 | $2,712 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |