Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 1351 | $12,536 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | COM | 1352 | $12,202 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1353 | $11,701 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 1354 | $11,501 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |