Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE PRIVATE WEALTH GROUP LLC | COM | 2451 | $18,000 | 60 | 0.02 | 0.03 | 0 | 0.00 | 09-30-2022 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2452 | $24,677 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 2453 | $24,251 | 57 | 0.00 | 0.01 | -2 | -3.39 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $22,549 | 53 | 0.00 | 0.00 | 53 | +Inf | 03-31-2024 |