Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DB ROOT & COMPANY LLC | COM | 4101 | $259,942 | 1,970 | 0.00 | 1,970 | +Inf | 03-31-2024 | |
YEOMANS CONSULTING GROUP INC | COM | 4102 | $259,678 | 1,968 | 0.00 | 0.00 | -91 | -4.42 | 03-31-2024 |
CHARLES SCHWAB INVESTMENT ADVISORY INC | COM | 4103 | $213,810 | 1,961 | 0.00 | 1,961 | +Inf | 12-31-2023 | |
PROSPERITY WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,959 | +Inf | 12-31-2023 |