Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALOMON & LUDWIN LLC | COM | 3051 | $51,753 | 126 | 0.00 | 126 | +Inf | 03-31-2024 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 3052 | $51,754 | 126 | 0.00 | 0.00 | 121 | 2420.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3053 | $49,767 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 3054 | $49,554 | 121 | 0.00 | 0.00 | 1 | 0.83 | 03-31-2024 |