Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENEDICT FINANCIAL ADVISORS INC | COM | 3201 | $530,904 | 1,073 | 0.00 | 0.00 | 206 | 23.76 | 03-31-2024 |
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | COM | 3202 | $539,987 | 1,071 | 0.00 | 1,071 | +Inf | 09-30-2023 | |
INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 3203 | $529,076 | 1,069 | 0.00 | 0.00 | -376 | -26.02 | 03-31-2024 |
WELLSPRING FINANCIAL ADVISORS LLC | COM | 3204 | $528,604 | 1,069 | 0.00 | 0.00 | 175 | 19.57 | 03-31-2024 |