Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 3851 | $18,263 | 1,088 | 0.00 | 1,088 | +Inf | 12-31-2023 | |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 3852 | $25,000 | 1,047 | 0.02 | 0.03 | -550 | -34.44 | 03-31-2022 |
MILLER WEALTH ADVISORS LLC | COM | 3853 | $0 | 1,022 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VITALSTONE FINANCIAL LLC | Stock | 3854 | $17,000 | 1,020 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |