Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3601 | $97,801 | 5,828 | 0.00 | 5,828 | +Inf | 12-31-2023 | |
SA MASON LLC | COM | 3602 | $101,419 | 5,762 | 0.00 | 0.00 | -3,509 | -37.85 | 03-31-2024 |
ALIGN WEALTH MANAGEMENT LLC | COM | 3603 | $88,374 | 5,761 | 0.00 | 5,761 | +Inf | 12-31-2022 | |
HOBBS GROUP ADVISORS LLC | COM | 3604 | $96,631 | 5,759 | 0.00 | 5,759 | +Inf | 12-31-2023 |