Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRSTPURPOSE WEALTH LLC | COM | 3801 | $277,759 | 2,698 | 0.00 | 0.00 | 68 | 2.59 | 09-30-2023 |
AAF WEALTH MANAGEMENT LLC | COM | 3802 | $277,757 | 2,698 | 0.00 | 0.00 | -82 | -2.95 | 09-30-2023 |
WALKER ASSET MANAGEMENT LLC | COM | 3803 | $355,884 | 2,697 | 0.00 | 0.00 | 16 | 0.60 | 03-31-2024 |
ARKFELD WEALTH STRATEGIES LLC | COM | 3804 | $341,822 | 2,697 | 0.00 | 0.00 | 3 | 0.11 | 03-31-2024 |