Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL STRATEGIES INC | CAP STK CL C | 4001 | $387,558 | 2,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | CAP STK CL C | 4002 | $418,563 | 2,749 | 0.00 | 0.00 | 237 | 9.43 | 03-31-2024 |
LEVY WEALTH MANAGEMENT GROUP LLC | CAP STK CL C | 4003 | $387,135 | 2,747 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRIAD FINANCIAL ADVISORS INC | CAP STK CL C | 4004 | $360,873 | 2,737 | 0.00 | 0.00 | 285 | 11.62 | 09-30-2023 |