Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOALVEST ADVISORY LLC | Stock | 1901 | $3,296 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
HOBBS GROUP ADVISORS LLC | COM | 1902 | $3,045 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | 1903 | $3,296 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |