Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEENER FINANCIAL PLANNING LLC | COM NEW | 1251 | $104,000 | 750 | 0.07 | 0.09 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1252 | $100,558 | 730 | 0.00 | 0.00 | 540 | 284.21 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1253 | $100,000 | 724 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1254 | $96,425 | 700 | 0.00 | 700 | +Inf | 03-31-2024 |