Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHRUM PRIVATE WEALTH MANAGEMENT LLC | COM | 3751 | $246,746 | 1,570 | 0.00 | 0.00 | -93 | -5.59 | 06-30-2023 |
WILLOW CREEK WEALTH MANAGEMENT INC | COM | 3752 | $247,218 | 1,568 | 0.00 | 0.00 | -346 | -18.08 | 12-31-2023 |
GOEPPER BURKHARDT LLC | COM | 3753 | $264,754 | 1,564 | 0.00 | 0.00 | -341 | -17.90 | 12-31-2023 |
ATLAS WEALTH LLC | Common Stock | 3754 | $249,971 | 1,563 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |