Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEMPUS WEALTH PLANNING LLC | COM | 3301 | $750,702 | 1,957 | 0.00 | 0.00 | -885 | -31.14 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 3302 | $748,975 | 1,952 | 0.00 | 0.00 | 61 | 3.23 | 03-31-2024 |
WEALTHQUEST CORP | COM | 3303 | $748,020 | 1,950 | 0.00 | 0.00 | 11 | 0.57 | 03-31-2024 |
FINANCIAL SECURITY ADVISOR INC | Common Stock | 3304 | $747,296 | 1,948 | 0.00 | 0.00 | 7 | 0.36 | 03-31-2024 |