Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 2651 | $546,613 | 1,072 | 0.00 | 1,072 | +Inf | 09-30-2023 | |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2652 | $638,959 | 1,071 | 0.00 | 0.00 | 359 | 50.42 | 12-31-2023 |
YEOMANS CONSULTING GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 1,069 | +Inf | 03-31-2024 | |
WERBA RUBIN PAPIER WEALTH MANAGEMENT | COM | 2654 | $637,169 | 1,068 | 0.00 | 0.00 | 342 | 47.11 | 12-31-2023 |