Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOVAK FINANCIAL PLANNING LLC | COM | 2351 | $204,000 | 756 | 0.10 | 756 | +Inf | 06-30-2021 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 2352 | $149,181 | 755 | 0.00 | 0.00 | -164 | -17.85 | 03-31-2024 |
ARS WEALTH ADVISORS LLC | COM | 2353 | $201,000 | 743 | 0.04 | 743 | +Inf | 06-30-2021 | |
GARDE CAPITAL INC | Real Estate | 2354 | $159,000 | 737 | 0.01 | 737 | +Inf | 12-31-2023 |