Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERPETUAL LTD | COM | 3351 | $469,977 | 712 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 0.99 | 09-30-2022 |
ROSENBERG MATTHEW HAMILTON | Stock | 3353 | $401,725 | 711 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BLOSSOM WEALTH MANAGEMENT | COM | 3354 | $401,927 | 711 | 0.00 | 0.00 | 2 | 0.28 | 09-30-2023 |