Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORBA WEALTH ADVISORS LLC | COM | 3201 | $230,118 | 628 | 0.00 | 628 | +Inf | 03-31-2024 | |
BUFFINGTON MOHR MCNEAL | Stock | 3202 | $229,019 | 625 | 0.00 | 625 | +Inf | 03-31-2024 | |
BURT WEALTH ADVISORS | COM | 3203 | $228,705 | 624 | 0.00 | 624 | +Inf | 03-31-2024 | |
KWB WEALTH | COM | 3204 | $227,039 | 620 | 0.00 | 620 | +Inf | 03-31-2024 |