Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 2501 | $12,625 | 30 | 0.00 | 0.00 | 20 | 200.00 | 03-31-2024 |
DUNHILL FINANCIAL LLC | COM | 2502 | $12,875 | 30 | 0.00 | 0.00 | 4 | 15.38 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 2503 | $12,764 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 2504 | $12,791 | 30 | 0.00 | 30 | +Inf | 03-31-2024 |