Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILL CAPITAL MANAGEMENT LLC | COM | 1851 | $1,587,097 | 5,629 | 0.00 | 0.00 | -14 | -0.25 | 03-31-2024 |
PELOTON WEALTH STRATEGISTS | Stock | 1852 | $5,768,000 | 5,625 | 1.58 | 0.75 | -520 | -8.46 | 12-31-2023 |
SOUDERS FINANCIAL ADVISORS | COM | 1853 | $1,664,243 | 5,613 | 0.00 | 0.00 | -224 | -3.84 | 12-31-2023 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 1854 | $1,408,174 | 5,609 | 0.00 | 0.00 | -8,057 | -58.96 | 09-30-2023 |