Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEREDITH WEALTH PLANNING | COM | 101 | $385,152 | 42,890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 102 | $383,000 | 42,627 | 0.00 | 0.00 | 3,465 | 8.85 | 03-31-2024 |
VIRTUS INVESTMENT ADVISERS INC | COM | 103 | $358,840 | 42,567 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JPMORGAN CHASE & CO | COMMON | 104 | $365,881 | 40,744 | 0.00 | 0.00 | 16,310 | 66.75 | 03-31-2024 |