Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS ADVISORY GROUP LLC | COM | 2451 | $584,189 | 21,051 | 0.00 | 21,051 | +Inf | 03-31-2024 | |
FSC WEALTH ADVISORS LLC | COM | 2452 | $584,112 | 21,049 | 0.00 | 0.00 | -154 | -0.73 | 03-31-2024 |
NIKULSKI FINANCIAL INC | COM | 2453 | $583,461 | 21,026 | 0.00 | 0.00 | -11,048 | -34.45 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 2454 | $582,905 | 21,006 | 0.00 | 0.00 | -2,056 | -8.92 | 03-31-2024 |