Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | COM | Liquidated | $258,703 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 1452 | $258,703 | 89 | 0.00 | 0.00 | -1 | -1.11 | 03-31-2024 |
ALLEN CAPITAL GROUP LLC | COM | 1453 | $258,703 | 89 | 0.00 | 89 | +Inf | 03-31-2024 | |
EMBREE FINANCIAL GROUP | COM | 1454 | $255,796 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |