Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 1701 | $27,790 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1702 | $23,035 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WETZEL INVESTMENT ADVISORS INC | PH | 1703 | $26,366 | 49 | 0.00 | 0.02 | -8 | -14.04 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1704 | $25,567 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |