Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRONG TOWER ADVISORY SERVICES | COM | 1001 | $1,220,006 | 4,999 | 0.00 | 0.00 | 349 | 7.51 | 03-31-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 1002 | $1,229,580 | 4,969 | 0.00 | 0.00 | 1,471 | 42.05 | 03-31-2024 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 1003 | $1,261,836 | 4,962 | 0.00 | 0.17 | 2,260 | 83.64 | 12-31-2022 |
ASCENT WEALTH PARTNERS LLC | COM | 1004 | $1,216,712 | 4,917 | 0.00 | 0.00 | -28,017 | -85.07 | 03-31-2024 |