Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE ADVISORY PARTNERS | COM | 4001 | $220,272 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 4002 | $227,513 | 1,300 | 0.00 | 1,300 | +Inf | 03-31-2024 | |
NOTTINGHAM ADVISORS INC | COM | 4003 | $220,832 | 1,300 | 0.00 | 1,300 | +Inf | 12-31-2023 | |
FLAGSTONE FINANCIAL MANAGEMENT | COM | 4004 | $227,184 | 1,298 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |