Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT FINANCIAL SOLUTIONS LLC | COM | 3101 | $209,049 | 802 | 0.00 | 802 | +Inf | 12-31-2023 | |
ELLENBECKER INVESTMENT GROUP | COM | 3102 | $209,000 | 802 | 0.05 | 802 | +Inf | 12-31-2023 | |
ALAN B LANCZ & ASSOCIATES INC | COM | 3103 | $208,528 | 800 | 0.00 | 800 | +Inf | 12-31-2023 | |
ALL TERRAIN FINANCIAL ADVISORS LLC | COM | 3104 | $208,528 | 800 | 0.00 | 800 | +Inf | 12-31-2023 |