Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSB PREMIER WEALTH MANAGEMENT INC | COM | 3651 | $238,044 | 2,937 | 0.00 | 0.00 | 125 | 4.45 | 09-30-2023 |
STERLING WEALTH MANAGEMENT INC | COM | 3652 | $264,911 | 2,934 | 0.00 | 2,934 | +Inf | 12-31-2023 | |
EPIQ CAPITAL GROUP LLC | COM | 3653 | $265,713 | 2,933 | 0.00 | 0.00 | -9 | -0.31 | 12-31-2023 |
FALCON WEALTH PLANNING | COM | 3654 | $358,503 | 2,930 | 0.00 | 0.00 | -435 | -12.93 | 03-31-2024 |