Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATHWAY FINANCIAL ADVISORS LLC | COM | 3901 | $252,014 | 1,440 | 0.00 | 0.00 | -66 | -4.38 | 03-31-2024 |
COMPTON FINANCIAL GROUP LLC | COM | 3902 | $251,512 | 1,437 | 0.00 | 0.00 | 3 | 0.21 | 03-31-2024 |
WEALTH MANAGEMENT PARTNERS LLC | COM | 3903 | $250,264 | 1,430 | 0.00 | 0.00 | -123 | -7.92 | 03-31-2024 |
CJM WEALTH ADVISERS LTD | COM | 3904 | $241,976 | 1,425 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |