Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
&PARTNERS | COM | 1251 | $418,771 | 2,116 | 0.00 | 2,116 | +Inf | 03-31-2024 | |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 1252 | $418,559 | 2,115 | 0.00 | 0.00 | -63 | -2.89 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1253 | $346,818 | 2,115 | 0.00 | 0.00 | -8 | -0.38 | 06-30-2023 |
PARALLEL ADVISORS LLC | Stock | 1254 | $345,196 | 2,105 | 0.00 | 0.00 | 3 | 0.14 | 06-30-2023 |