Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUSTIN PRIVATE WEALTH LLC | COM | 3051 | $613,964 | 991 | 0.00 | 0.00 | -9,626 | -90.67 | 03-31-2024 |
FINANCIAL PARTNERS GROUP INC | COM | 3052 | $769,704 | 989 | 0.00 | 0.00 | -76 | -7.14 | 03-31-2024 |
WARREN STREET WEALTH ADVISORS LLC | COM | 3053 | $767,069 | 986 | 0.00 | 0.00 | 22 | 2.28 | 03-31-2024 |
WARNER FINANCIAL INC | Stock | 3054 | $766,000 | 984 | 0.38 | 984 | +Inf | 03-31-2024 |