Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE TRUST CO | Com | 2851 | $805,958 | 1,221 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ARISTA WEALTH MANAGEMENT LLC | COM | 2852 | $893,168 | 1,219 | 0.00 | 0.00 | -746 | -37.96 | 03-31-2024 |
TACTIVE ADVISORS LLC | COM | Liquidated | $892,226 | 1,218 | 0.00 | 0.00 | 1,218 | +Inf | 03-31-2024 |
STERLING FINANCIAL PLANNING INC | COM | 2854 | $889,439 | 1,214 | 0.00 | 0.00 | 300 | 32.82 | 03-31-2024 |