Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINKERTON RETIREMENT SPECIALISTS LLC | COM | 3351 | $395,220 | 678 | 0.00 | 678 | +Inf | 12-31-2023 | |
LAKESIDE ADVISORS INC | COM | 3352 | $526,679 | 677 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FALCON WEALTH PLANNING | COM | 3353 | $524,850 | 675 | 0.00 | 0.00 | 33 | 5.14 | 03-31-2024 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC | COM | 3354 | $393,546 | 675 | 0.00 | 0.00 | 176 | 35.27 | 12-31-2023 |