Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSON ADVISORY INC | COM | 2001 | $276,663 | 6,343 | 0.00 | 0.00 | 254 | 4.17 | 03-31-2024 |
LJI WEALTH MANAGEMENT LLC | COM | 2002 | $276,376 | 6,336 | 0.00 | 0.00 | -964 | -13.21 | 03-31-2024 |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 2003 | $276,158 | 6,331 | 0.00 | 0.00 | -15 | -0.24 | 03-31-2024 |
FRAGASSO GROUP INC | COM | 2004 | $275,784 | 6,322 | 0.00 | 6,322 | +Inf | 03-31-2024 |