Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFP FINANCIAL GROUP LLC | TXN | 3201 | $16,027 | 92 | 0.00 | 92 | +Inf | 03-31-2024 | |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3202 | $15,679 | 90 | 0.00 | 0.00 | -24 | -21.05 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 3203 | $15,505 | 89 | 0.00 | 89 | +Inf | 03-31-2024 | |
FRANK RIMERMAN ADVISORS LLC | COM | 3204 | $15,505 | 89 | 0.00 | 0.00 | -1,434 | -94.16 | 03-31-2024 |