Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US ASSET MANAGEMENT LLC | COM | 1901 | $1,335,000 | 35,213 | 1.20 | 1.20 | -692 | -1.93 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1902 | $1,334,928 | 35,204 | 0.00 | 0.00 | -15,584 | -30.68 | 03-31-2024 |
SIGNALPOINT ASSET MANAGEMENT LLC | COM | 1903 | $1,333,377 | 35,163 | 0.00 | 0.00 | -3 | -0.01 | 03-31-2024 |
FEE-ONLY FINANCIAL PLANNING LC | COM | 1904 | $1,331,653 | 35,117 | 0.00 | 0.00 | -800 | -2.23 | 03-31-2024 |