Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULL SAIL CAPITAL LLC | COM | 2851 | $570,068 | 11,284 | 0.00 | 0.00 | 25 | 0.22 | 12-31-2023 |
MPS LORIA FINANCIAL PLANNERS LLC | COM | 2852 | $562,633 | 11,273 | 0.00 | 0.00 | -6,392 | -36.18 | 03-31-2024 |
SEED WEALTH MANAGEMENT INC | COM | 2853 | $605,983 | 11,272 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ROUNDVIEW CAPITAL LLC | COM | 2854 | $605,574 | 11,264 | 0.00 | 0.00 | 160 | 1.44 | 09-30-2023 |