Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1101 | $3,400 | 31 | 0.00 | 31 | +Inf | 06-30-2023 | |
TD CAPITAL MANAGEMENT LLC | COM | 1102 | $3,234 | 30 | 0.00 | 0.00 | -4 | -11.76 | 09-30-2023 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1103 | $4,225 | 29 | 0.00 | 0.00 | 6 | 26.09 | 03-31-2024 |
LIFESTEPS FINANCIAL INC | Stock | 1104 | $4,079 | 28 | 0.00 | 28 | +Inf | 03-31-2024 |