Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMAN INVESTING LLC | COM | 1751 | $361,847 | 4,018 | 0.00 | 0.00 | -345 | -7.91 | 03-31-2024 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC | COM | 1752 | $360,920 | 4,008 | 0.00 | 0.00 | 91 | 2.32 | 03-31-2024 |
ENHANCING CAPITAL LLC | COM | 1753 | $276,000 | 4,000 | 0.34 | 0.37 | 0 | 0.00 | 09-30-2022 |
HOLLOW BROOK WEALTH MANAGEMENT LLC | COM | 1754 | $318,840 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |