Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN ROAD ADVISORS LLC | COM | 4751 | $241,466 | 1,526 | 0.00 | 0.00 | 9 | 0.59 | 03-31-2024 |
DECHTMAN WEALTH MANAGEMENT LLC | COM | 4752 | $239,000 | 1,525 | 0.06 | 0.07 | 11 | 0.73 | 12-31-2023 |
MAIN LINE RETIREMENT ADVISORS LLC | COM | 4753 | $241,290 | 1,525 | 0.00 | 0.00 | 77 | 5.32 | 03-31-2024 |
LWMG LLC | COM | 4754 | $240,766 | 1,522 | 0.00 | 0.00 | -30 | -1.93 | 03-31-2024 |