Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 3551 | $10,875 | 119 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FAMILY CFO INC | COM | 3552 | $10,510 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFS ADVISORS LLC | Stock | 3553 | $11,094 | 112 | 0.00 | 112 | +Inf | 06-30-2023 | |
CORBENIC PARTNERS LLC | COM | 3554 | $8,000 | 111 | 0.00 | 0.00 | -110 | -49.77 | 06-30-2022 |