Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 5251 | $57,601 | 348 | 0.00 | 0.00 | 1 | 0.29 | 06-30-2023 |
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 5252 | $50,353 | 345 | 0.00 | 0.00 | 1 | 0.29 | 06-30-2024 |
MIZUHO BANK LTD | COM | 5253 | $49,694 | 340 | 0.00 | 340 | +Inf | 06-30-2024 | |
FAIRWAY WEALTH LLC | Stock | 5254 | $48,671 | 333 | 0.00 | 0.00 | 228 | 217.14 | 06-30-2024 |