Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSENGE ADVISORY GROUP | COM | 1001 | $605,593 | 8,164 | 0.00 | 0.00 | -2,564 | -23.90 | 03-31-2024 |
MODERN WEALTH MANAGEMENT LLC | COM | 1002 | $600,122 | 8,040 | 0.00 | 8,040 | +Inf | 03-31-2024 | |
LAUREL WEALTH ADVISORS INC | Stock | 1003 | $541,000 | 7,977 | 0.05 | 7,977 | +Inf | 12-31-2022 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 1004 | $589,845 | 7,952 | 0.00 | 7,952 | +Inf | 03-31-2024 |