Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDOWMENT WEALTH MANAGEMENT INC | COM | 3551 | $304,187 | 522 | 0.00 | 0.00 | -185 | -26.17 | 12-31-2023 |
VERTEX PLANNING PARTNERS LLC | COM | 3552 | $303,701 | 521 | 0.00 | 0.00 | 44 | 9.22 | 12-31-2023 |
SHELTON WEALTH MANAGEMENT LLC | COM | 3553 | $303,701 | 521 | 0.00 | 521 | +Inf | 12-31-2023 | |
WILKINSON GLOBAL ASSET MANAGEMENT LLC | COM | 3554 | $303,701 | 521 | 0.00 | 521 | +Inf | 12-31-2023 |