Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1301 | $2,996 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1302 | $3,000 | 176 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 1303 | $3,045 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1304 | $3,000 | 159 | 0.00 | 0.01 | -1,600 | -90.96 | 12-31-2021 |