Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 301 | $562,197 | 6,371 | 0.00 | 0.00 | 353 | 5.87 | 06-30-2024 |
INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 302 | $577,725 | 6,266 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -1,166 | -15.75 | 06-30-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 304 | $572,747 | 6,233 | 0.00 | 0.00 | 309 | 5.22 | 06-30-2024 |