Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KPP ADVISORY SERVICES LLC | CAP STK CL C | 3301 | $1,298,124 | 7,077 | 0.00 | 7,077 | +Inf | 06-30-2024 | |
WEST BRANCH CAPITAL LLC | CAP STK CL C | 3302 | $1,297,155 | 7,072 | 0.00 | 0.00 | 370 | 5.52 | 06-30-2024 |
RETIREMENT INCOME SOLUTIONS INC | CAP STK CL C | 3303 | $1,296,596 | 7,069 | 0.00 | 0.00 | 169 | 2.45 | 06-30-2024 |
COVENANT PARTNERS LLC | CAP STK CL C | 3304 | $1,291,644 | 7,042 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |