Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FIDUCIARY INVESTMENT COUNSEL INC | COM | 3901 | $288,000 | 1,823 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | COM | 3902 | $271,620 | 1,821 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
IAG WEALTH PARTNERS LLC | Common Stock | 3903 | $286,613 | 1,817 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAVVY ADVISORS INC | COM | 3904 | $271,059 | 1,817 | 0.00 | 1,817 | +Inf | 12-31-2023 |