Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHLEEN S WRIGHT ASSOCIATES INC | COM | 1751 | $13,339 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1752 | $10,000 | 22 | 0.00 | 0.00 | 12 | 120.00 | 12-31-2023 |
FORTIS GROUP ADVISORS LLC | Common Stock | 1753 | $10,136 | 22 | 0.00 | 0.00 | 11 | 100.00 | 12-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 1754 | $10,170 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |