Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WARREN STREET WEALTH ADVISORS LLC | CL B NEW | 4101 | $722,033 | 1,717 | 0.00 | 0.00 | 22 | 1.30 | 03-31-2024 |
RATIO WEALTH GROUP | CL B NEW | 4102 | $720,771 | 1,714 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT WEALTH & RETIREMENT PLANNING INC | CL B NEW | 4103 | $720,771 | 1,714 | 0.00 | 0.00 | 643 | 60.04 | 03-31-2024 |
CARDEROCK CAPITAL MANAGEMENT INC | COM | 4104 | $719,089 | 1,710 | 0.00 | 0.00 | 525 | 44.30 | 03-31-2024 |