Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MGB WEALTH MANAGEMENT LLC | COM | 3501 | $768,183 | 4,901 | 0.00 | 4,901 | +Inf | 12-31-2023 | |
RS CRUM INC | COM | 3502 | $767,242 | 4,895 | 0.00 | 0.00 | 70 | 1.45 | 12-31-2023 |
RETIREMENT INCOME SOLUTIONS INC | COM | 3503 | $766,615 | 4,891 | 0.00 | 0.00 | -37 | -0.75 | 12-31-2023 |
AURORA PRIVATE WEALTH INC | COM | 3504 | $771,000 | 4,887 | 0.67 | 0.77 | -312 | -6.00 | 03-31-2024 |