Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAYPOINT WEALTH PARTNERS INC | COM | 2851 | $504,415 | 2,030 | 0.00 | 0.00 | 30 | 1.50 | 12-31-2023 |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 2852 | $530,608 | 2,027 | 0.00 | 0.00 | 444 | 28.05 | 06-30-2023 |
SS&H FINANCIAL ADVISORS INC | COM | 2853 | $355,000 | 2,020 | 0.15 | 0.21 | 0 | 0.00 | 03-31-2024 |
INSPIRE ADVISORS LLC | COM | 2854 | $501,282 | 2,017 | 0.00 | 0.00 | 92 | 4.78 | 12-31-2023 |