Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 2601 | $234,000 | 2,661 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2023 |
FORVIS WEALTH ADVISORS LLC | SHS | 2602 | $231,906 | 2,661 | 0.00 | 0.00 | 166 | 6.65 | 03-31-2024 |
TCG ADVISORY SERVICES LLC | SHS | 2603 | $218,807 | 2,656 | 0.00 | 2,656 | +Inf | 12-31-2023 | |
REVISOR WEALTH MANAGEMENT LLC | SHS | 2604 | $218,348 | 2,651 | 0.00 | 0.00 | -905 | -25.45 | 12-31-2023 |