Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDOTA FINANCIAL GROUP LLC | CL A | 1751 | $1,454 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | CL A | 1752 | $1,454 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
CAROLINAS WEALTH CONSULTING LLC | CL A | 1753 | $1,943 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIGGS ASSET MANAGMENT CO INC | CL A | 1754 | $1,454 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |