Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1701 | $891,614 | 17,377 | 0.00 | 0.00 | -1,377 | -7.34 | 12-31-2023 |
DELTA FINANCIAL ADVISORS LLC | COM | 1702 | $939,107 | 17,317 | 0.00 | 0.00 | -671 | -3.73 | 03-31-2024 |
STRATEGIC BLUEPRINT LLC | Stock | 1703 | $937,804 | 17,293 | 0.00 | 0.00 | 7,578 | 78.00 | 03-31-2024 |
ALAETHES WEALTH LLC | COM | 1704 | $882,109 | 17,192 | 0.00 | 0.00 | -615 | -3.45 | 12-31-2023 |