Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 1151 | $2,504,477 | 39,163 | 0.00 | 0.00 | -1,537 | -3.78 | 06-30-2023 |
MERIT FINANCIAL GROUP LLC | COM | 1152 | $1,716,122 | 39,012 | 0.00 | 0.00 | 18,988 | 94.83 | 03-31-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 1153 | $1,991,700 | 38,809 | 0.00 | 0.00 | 5,010 | 14.82 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 1154 | $2,247,880 | 38,730 | 0.00 | 0.00 | -5,015 | -11.46 | 09-30-2023 |