Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRILOGY CAPITAL INC | COM | 1601 | $3,219,784 | 20,412 | 0.00 | 0.00 | 18,460 | 945.70 | 03-31-2024 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 1602 | $3,199,534 | 20,284 | 0.00 | 0.00 | -97 | -0.48 | 03-31-2024 |
MONETARY MANAGEMENT GROUP INC | COM | 1603 | $3,023,175 | 20,268 | 0.00 | 0.00 | 50 | 0.25 | 12-31-2023 |
MINOT WEALTH MANAGEMENT LLC | COM | 1604 | $3,299,000 | 20,258 | 0.71 | 0.29 | 6,913 | 51.80 | 03-31-2022 |