Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH LLC | Stock | 2451 | $313,000 | 1,659 | 0.08 | 0.10 | -301 | -15.36 | 12-31-2021 |
COMPASS WEALTH MANAGEMENT LLC | COM | 2452 | $287,795 | 1,652 | 0.00 | 0.00 | -365 | -18.10 | 03-31-2024 |
WINFIELD ASSOCIATES INC | Stock | 2453 | $303,000 | 1,650 | 0.11 | 0.13 | -250 | -13.16 | 03-31-2022 |
VANCE WEALTH INC | COM | 2454 | $287,447 | 1,650 | 0.00 | 0.00 | 36 | 2.23 | 03-31-2024 |