Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | COM | 3201 | $501,198 | 2,951 | 0.00 | 2,951 | +Inf | 12-31-2023 | |
INNOVA WEALTH PARTNERS | COM | 3202 | $498,492 | 2,942 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGNAL ADVISORS WEALTH LLC | COM | 3203 | $503,158 | 2,941 | 0.00 | 2,941 | +Inf | 12-31-2023 | |
STERLING FINANCIAL PLANNING INC | COM | 3204 | $499,107 | 2,939 | 0.00 | 0.00 | 106 | 3.74 | 12-31-2023 |