Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAGNUS FINANCIAL GROUP LLC | COM | 2501 | $542,530 | 2,841 | 0.00 | 0.00 | 80 | 2.90 | 03-31-2024 |
WEST MICHIGAN ADVISORS LLC | Com | 2502 | $542,135 | 2,839 | 0.00 | 2,839 | +Inf | 03-31-2024 | |
IGNITE PLANNERS LLC | COM | 2503 | $538,928 | 2,839 | 0.00 | 0.00 | -2,147 | -43.06 | 03-31-2024 |
ONE CHARLES PRIVATE WEALTH SERVICES LLC | COM | 2504 | $542,135 | 2,839 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |