Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 1001 | $14,380 | 103 | 0.00 | 0.01 | -48 | -31.79 | 09-30-2023 |
CENTERPOINT ADVISORS LLC | COM | 1002 | $18,000 | 102 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1003 | $17,364 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 1004 | $17,373 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |