Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POWER WEALTH MANAGEMENT LLC | COM | 1701 | $314,091 | 1,588 | 0.00 | 0.00 | -126 | -7.35 | 03-31-2024 |
ORBA WEALTH ADVISORS LLC | COM | 1702 | $311,321 | 1,574 | 0.00 | 1,574 | +Inf | 03-31-2024 | |
CHICAGO TRUST CO NA | COM | 1703 | $310,332 | 1,569 | 0.00 | 0.00 | 49 | 3.22 | 03-31-2024 |
SYSTEMATIC ALPHA INVESTMENTS LLC | COM | 1704 | $311,143 | 1,567 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |