Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2751 | $281,204 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC | COM | 2752 | $281,168 | 4,399 | 0.00 | 4,399 | +Inf | 03-31-2024 | |
CORNERSTONE RETIREMENT GROUP INC | COM | 2753 | $251,906 | 4,397 | 0.00 | 0.00 | 40 | 0.92 | 09-30-2023 |
TRIAGEN WEALTH MANAGEMENT LLC | COM | 2754 | $280,948 | 4,396 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |