Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1301 | $17,380 | 53 | 0.00 | 0.00 | 13 | 32.50 | 03-31-2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1302 | $10,000 | 50 | 0.01 | 50 | +Inf | 09-30-2022 | |
CEDAR WEALTH MANAGEMENT LLC | COM | 1303 | $10,545 | 50 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |
GHP INVESTMENT ADVISORS INC | COM | 1304 | $16,707 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |