Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT PLANNING GROUP LLC | COM | 3151 | $296,410 | 2,608 | 0.00 | 0.00 | 18 | 0.69 | 03-31-2024 |
PRIVATE PORTFOLIO PARTNERS LLC | COM | 3152 | $252,240 | 2,604 | 0.00 | 0.00 | 171 | 7.03 | 09-30-2023 |
SOUND FINANCIAL STRATEGIES GROUP LLC | COM | 3153 | $286,512 | 2,603 | 0.00 | 0.00 | -2,012 | -43.60 | 12-31-2023 |
SBK FINANCIAL INC | COM | 3154 | $282,000 | 2,600 | 0.37 | 2,600 | +Inf | 06-30-2022 |