Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNED SOLUTIONS INC | Stock | 3751 | $584,938 | 3,698 | 0.00 | 0.00 | -393 | -9.61 | 03-31-2024 |
HORIZON FAMILY WEALTH INC | COM | 3752 | $572,036 | 3,687 | 0.00 | 3,687 | +Inf | 09-30-2023 | |
MAYFAIR ADVISORY GROUP LLC | COM | 3753 | $587,410 | 3,672 | 0.00 | 0.00 | -173 | -4.50 | 12-31-2023 |
CUTTER & CO BROKERAGE INC | COM | 3754 | $570,143 | 3,660 | 0.00 | 0.00 | -248 | -6.35 | 09-30-2023 |