Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSFORM WEALTH LLC | COM | 3101 | $232,357 | 946 | 0.00 | 0.00 | -84 | -8.16 | 12-31-2023 |
SOMERSET TRUST CO | Common Stock | 3102 | $232,404 | 945 | 0.00 | 0.00 | 83 | 9.63 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 3103 | $228,000 | 944 | 0.03 | 0.03 | 4 | 0.43 | 03-31-2022 |
LANDAAS & CO /WI /ADV | COM | 3104 | $231,000 | 942 | 0.00 | 942 | +Inf | 12-31-2023 |