Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMR WEALTH BUILDERS | COM | 1751 | $3,475,514 | 29,899 | 0.00 | 0.00 | 5,165 | 20.88 | 03-31-2024 |
STEEL GROVE CAPITAL ADVISORS LLC | COM | 1752 | $2,984,803 | 29,854 | 0.00 | 0.00 | -1,467 | -4.68 | 12-31-2023 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 1753 | $2,984,490 | 29,851 | 0.00 | 0.00 | 3,357 | 12.67 | 12-31-2023 |
DAVIDSON TRUST CO | Equities | 1754 | $2,984,103 | 29,847 | 0.00 | 0.00 | -794 | -2.59 | 12-31-2023 |