Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 3051 | $223,784 | 859 | 0.00 | 859 | +Inf | 12-31-2023 | |
PROSPERITY WEALTH MANAGEMENT INC | COM | 3052 | $222,343 | 853 | 0.00 | 0.00 | -804 | -48.52 | 12-31-2023 |
LEGACY WEALTH PARTNERS INC | COM | 3053 | $204,000 | 852 | 0.11 | 0.84 | -4,775 | -84.86 | 06-30-2021 |
BUCKLEY WEALTH MANAGEMENT LLC | COM | 3054 | $221,561 | 850 | 0.00 | 850 | +Inf | 12-31-2023 |