Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STERLING FINANCIAL PLANNING INC | COM | 3501 | $517,726 | 3,533 | 0.00 | 0.00 | 1,050 | 42.29 | 12-31-2023 |
FOYSTON GORDON & PAYNE INC | COM | 3502 | $517,579 | 3,532 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FOGUTH WEALTH MANAGEMENT LLC | COM | 3503 | $571,159 | 3,520 | 0.00 | 3,520 | +Inf | 03-31-2024 | |
OVERSEA-CHINESE BANKING CORP LTD | COM | 3504 | $513,135 | 3,518 | 0.00 | 3,518 | +Inf | 09-30-2023 |