Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REVISOR WEALTH MANAGEMENT LLC | COM | 1101 | $254,130 | 2,688 | 0.00 | 0.00 | -1,652 | -38.06 | 12-31-2023 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 1102 | $279,759 | 2,682 | 0.00 | 0.00 | 3 | 0.11 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 1103 | $277,986 | 2,665 | 0.00 | 0.00 | -175 | -6.16 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1104 | $277,354 | 2,659 | 0.00 | 2,659 | +Inf | 03-31-2024 |