Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC | COM | 3301 | $319,550 | 6,359 | 0.00 | 0.00 | 123 | 1.97 | 12-31-2023 |
ADVISORY ALPHA LLC | COM | 3302 | $319,510 | 6,358 | 0.00 | 6,358 | +Inf | 12-31-2023 | |
FOSTER & MOTLEY INC | com | 3303 | $281,000 | 6,351 | 0.02 | 0.02 | 5 | 0.08 | 03-31-2024 |
BERKELEY CAPITAL PARTNERS LLC | COM | 3304 | $319,094 | 6,350 | 0.00 | 6,350 | +Inf | 12-31-2023 |