Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY FINANCIAL STRATEGIES LLC | COM | 3351 | $255,302 | 1,337 | 0.00 | 1,337 | +Inf | 03-31-2024 | |
JGP WEALTH MANAGEMENT LLC | COM | 3352 | $254,656 | 1,334 | 0.00 | 0.00 | -3,777 | -73.90 | 03-31-2024 |
BOYD WEALTH MANAGEMENT LLC | COM | 3353 | $254,550 | 1,333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DASH ACQUISITIONS INC | COM | 3354 | $243,706 | 1,331 | 0.00 | 0.00 | 16 | 1.22 | 03-31-2024 |