Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPTON FINANCIAL GROUP LLC | COM | 3451 | $694,570 | 5,975 | 0.00 | 0.00 | -39 | -0.65 | 03-31-2024 |
WH CORNERSTONE INVESTMENTS INC | COM | 3452 | $597,000 | 5,974 | 0.47 | 0.42 | 1,882 | 45.99 | 12-31-2023 |
SILICON HILLS WEALTH MANAGEMENT LLC | COM | 3453 | $640,712 | 5,974 | 0.00 | 0.00 | -2 | -0.03 | 06-30-2023 |
ETESIAN WEALTH ADVISORS INC | COM | 3454 | $598,135 | 5,970 | 0.00 | 0.00 | 305 | 5.38 | 12-31-2023 |