Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILLIPS WEALTH PLANNERS LLC | COM | 1401 | $243,728 | 1,681 | 0.00 | 1,681 | +Inf | 03-31-2024 | |
LITTLE HOUSE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,681 | +Inf | 03-31-2024 | |
FINEMARK NATIONAL BANK & TRUST | COM | 1403 | $261,868 | 1,678 | 0.00 | 0.00 | -34 | -1.99 | 03-31-2024 |
VALMARK ADVISERS INC | COM | 1404 | $227,932 | 1,677 | 0.00 | 0.01 | 144 | 9.39 | 12-31-2023 |