Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERITAS WEALTH MANAGEMENT LLC | COM | 1151 | $570,771 | 2,771 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF TOLEDO NA /OH/ | Com | 1152 | $567,269 | 2,754 | 0.00 | 0.00 | 820 | 42.40 | 03-31-2024 |
JOURNEY STRATEGIC WEALTH LLC | COM | 1153 | $565,727 | 2,747 | 0.00 | 0.00 | 578 | 26.65 | 03-31-2024 |
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM | 1154 | $519,527 | 2,742 | 0.00 | 2,742 | +Inf | 12-31-2023 |