Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCREDITED INVESTORS INC | COM | 2101 | $240,903 | 3,358 | 0.00 | 0.00 | 237 | 7.59 | 03-31-2024 |
SATOVSKY ASSET MANAGEMENT LLC | COM | 2102 | $239,125 | 3,333 | 0.00 | 0.00 | 66 | 2.02 | 03-31-2024 |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 2103 | $239,038 | 3,332 | 0.00 | 0.00 | 400 | 13.64 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 2104 | $238,536 | 3,325 | 0.00 | 3,325 | +Inf | 03-31-2024 |