Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROLLINS FINANCIAL ADVISORS LLC | Stock | 4501 | $392,076 | 2,138 | 0.00 | 0.00 | 1 | 0.05 | 06-30-2024 |
CWS FINANCIAL ADVISORS LLC | CAP STK CL C | 4502 | $392,177 | 2,138 | 0.00 | 0.00 | 113 | 5.58 | 06-30-2024 |
ATHENA INVESTMENT MANAGEMENT | CAP STK CL C | 4503 | $390,868 | 2,131 | 0.00 | 0.00 | -62 | -2.83 | 06-30-2024 |
TOTAL CLARITY WEALTH MANAGEMENT INC | CAP STK CL C | 4504 | $257,787 | 2,131 | 0.00 | 0.00 | -219 | -9.32 | 06-30-2023 |