Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VICUS CAPITAL | COM | 2251 | $225,454 | 347 | 0.00 | 347 | +Inf | 03-31-2024 | |
TCG ADVISORY SERVICES LLC | COM | 2252 | $215,656 | 345 | 0.00 | 345 | +Inf | 12-31-2023 | |
WERBA RUBIN PAPIER WEALTH MANAGEMENT | COM | 2253 | $214,386 | 343 | 0.00 | 343 | +Inf | 12-31-2023 | |
MEMBERS TRUST CO | COM | 2254 | $222,300 | 342 | 0.00 | 0.00 | -12 | -3.39 | 03-31-2024 |