Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE ADVISORY PARTNERS | COM | 4101 | $404,950 | 2,600 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HOLISTIC FINANCIAL PARTNERS | COM | 4102 | $407,426 | 2,599 | 0.00 | 0.00 | 601 | 30.08 | 12-31-2023 |
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | 4103 | $410,661 | 2,596 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OBJECTIVITY SQUARED LLC | COM | 4104 | $389,896 | 2,596 | 0.00 | 0.00 | 13 | 0.50 | 03-31-2024 |