Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 1051 | $2,595 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | COM | 1052 | $2,535 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1053 | $2,431 | 42 | 0.00 | 42 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 |