Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG ADVISORY GROUP INC | COM | 2151 | $18,402,082 | 95,580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC | COM | 2152 | $18,538,683 | 95,575 | 0.01 | 0.01 | -4,948 | -4.92 | 06-30-2023 |
RENCH WEALTH MANAGEMENT INC | COM | 2153 | $18,360,312 | 95,363 | 0.01 | 0.01 | -2,437 | -2.49 | 12-31-2023 |
MANHATTAN WEST ASSET MANAGEMENT LLC | COM | 2154 | $18,346,626 | 95,292 | 0.01 | 0.00 | 25,827 | 37.18 | 12-31-2023 |