Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVE OAK INVESTMENT PARTNERS | COM | 4401 | $16,949 | 30 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 4402 | $13,695 | 30 | 0.00 | 0.01 | 30 | +Inf | 12-31-2022 |
ABLE WEALTH MANAGEMENT LLC | Stock | 4403 | $19,349 | 29 | 0.00 | 29 | +Inf | 12-31-2023 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 4404 | $19,142 | 29 | 0.00 | 29 | +Inf | 12-31-2023 |