Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEED PLANNING GROUP LLC | COM | 3751 | $228,669 | 811 | 0.00 | 0.00 | 39 | 5.05 | 03-31-2024 |
WARREN STREET WEALTH ADVISORS LLC | COM | 3752 | $228,661 | 811 | 0.00 | 0.00 | 57 | 7.56 | 03-31-2024 |
AUSTIN WEALTH MANAGEMENT LLC | COM | 3753 | $236,536 | 810 | 0.00 | 810 | +Inf | 12-31-2023 | |
BOWMAN & CO SC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |