Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRUMLY & ASSOCIATES INC | COM | 2201 | $918,384 | 24,219 | 0.00 | 0.00 | -88 | -0.36 | 03-31-2024 |
WAYFINDING FINANCIAL LLC | Stock | 2202 | $645,000 | 24,189 | 0.49 | 0.55 | -437 | -1.77 | 09-30-2023 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 2203 | $660,021 | 24,106 | 0.00 | 0.00 | -1,931 | -7.42 | 09-30-2023 |
INTREPID FINANCIAL PLANNING GROUP LLC | COM | 2204 | $808,854 | 24,023 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |