Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANDAAS & CO /WI /ADV | COM | 1351 | $2,063,000 | 11,738 | 0.00 | 0.00 | 2,500 | 27.06 | 03-31-2024 |
ADVISORY ALPHA LLC | COM | 1352 | $2,061,544 | 11,727 | 0.00 | 0.00 | 1,602 | 15.82 | 03-31-2024 |
ONCE CAPITAL MANAGEMENT LLC | COMM | 1353 | $2,056,743 | 11,700 | 0.00 | 0.00 | 5,700 | 95.00 | 03-31-2024 |
WEALTH MANAGEMENT PARTNERS LLC | COM | 1354 | $2,055,512 | 11,693 | 0.00 | 0.00 | 223 | 1.94 | 03-31-2024 |