Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOVEREIGN FINANCIAL GROUP INC | COM | 2101 | $275,226 | 361 | 0.00 | 0.00 | 1 | 0.28 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 2102 | $274,465 | 360 | 0.00 | 0.00 | 1 | 0.28 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2103 | $253,630 | 359 | 0.00 | 359 | +Inf | 12-31-2023 | |
DESTINY WEALTH PARTNERS LLC | COM | 2104 | $273,702 | 359 | 0.00 | 359 | +Inf | 03-31-2024 |