Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | COM | 1151 | $290,249 | 6,486 | 0.00 | 6,486 | +Inf | 09-30-2023 | |
MADISON WEALTH MANAGEMENT | COM | 1152 | $289,399 | 6,467 | 0.00 | 0.00 | 107 | 1.68 | 09-30-2023 |
FAS WEALTH PARTNERS INC | COM | 1153 | $294,776 | 6,449 | 0.00 | 0.00 | 13 | 0.20 | 12-31-2023 |
SEACREST WEALTH MANAGEMENT LLC | COM | 1154 | $367,223 | 6,428 | 0.00 | 0.00 | -633 | -8.96 | 03-31-2024 |