Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.05 | 807 | +Inf | 12-31-2023 | |
PROFESSIONAL PLANNING | COM | 1502 | $290,000 | 806 | 0.14 | 0.12 | 88 | 12.26 | 09-30-2021 |
LEVEL FINANCIAL ADVISORS | COM | 1503 | $385,441 | 805 | 0.00 | 0.00 | 790 | 5266.67 | 03-31-2024 |
JGP WEALTH MANAGEMENT LLC | COM | 1504 | $384,627 | 804 | 0.00 | 0.00 | 5 | 0.63 | 03-31-2024 |