Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FILBRANDT WEALTH MANAGEMENT LLC | COM | 3601 | $50,000 | 898 | 0.03 | 0.03 | 50 | 5.90 | 09-30-2021 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 3602 | $31,298 | 895 | 0.00 | 0.01 | 895 | +Inf | 12-31-2022 |
FIRST PERSONAL FINANCIAL SERVICES | CL A | 3603 | $38,939 | 888 | 0.00 | 888 | +Inf | 12-31-2023 | |
TIAA FSB | COMSTOCK | 3604 | $36,855 | 887 | 0.00 | 0.00 | 356 | 67.04 | 06-30-2023 |