Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 3451 | $45,015 | 770 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CENTER FOR FINANCIAL PLANNING INC | COM | 3452 | $50,578 | 755 | 0.00 | 0.00 | 313 | 70.81 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 3453 | $44,768 | 729 | 0.00 | 0.00 | -456 | -38.48 | 12-31-2023 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 3454 | $44,154 | 719 | 0.00 | 0.00 | -1,943 | -72.99 | 12-31-2023 |