Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIAGEN WEALTH MANAGEMENT LLC | COM | 2701 | $391,538 | 1,592 | 0.00 | 0.00 | -58 | -3.52 | 03-31-2024 |
BELL BANK | COM | 2702 | $391,521 | 1,592 | 0.00 | 0.00 | -31 | -1.91 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 2703 | $391,275 | 1,591 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAGE PRIVATE WEALTH GROUP LLC | COM | 2704 | $310,000 | 1,591 | 0.41 | 0.51 | -57 | -3.46 | 09-30-2022 |