Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC FINANCIAL CONCEPTS LLC | COM | 1401 | $477,230 | 2,796 | 0.00 | 0.00 | 802 | 40.22 | 03-31-2024 |
ACCEL WEALTH MANAGEMENT | COM | 1402 | $477,263 | 2,796 | 0.00 | 0.00 | 122 | 4.56 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM | 1403 | $475,408 | 2,785 | 0.00 | 0.00 | -87 | -3.03 | 03-31-2024 |
PARISI GRAY WEALTH MANAGEMENT | COM | 1404 | $475,404 | 2,785 | 0.00 | 0.00 | 17 | 0.61 | 03-31-2024 |