Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 2401 | $325,398 | 1,541 | 0.00 | 0.00 | 151 | 10.86 | 06-30-2023 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 2402 | $401,288 | 1,540 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MRA ADVISORY GROUP | COM | 2403 | $400,719 | 1,537 | 0.00 | 0.00 | -1,513 | -49.61 | 12-31-2023 |
KARN COUZENS & ASSOCIATES INC | COM | 2404 | $294,000 | 1,534 | 0.19 | 0.21 | 0 | 0.00 | 03-31-2022 |