Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSA WEALTH MANAGEMENT LLC | Equity | 4151 | $242,799 | 1,333 | 0.00 | 0.09 | 173 | 14.91 | 03-31-2024 |
WEBSTERROGERS FINANCIAL ADVISORS LLC | COM | 4152 | $242,855 | 1,333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 4153 | $242,375 | 1,331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
YARGER WEALTH STRATEGIES LLC | COM | 4154 | $242,291 | 1,331 | 0.00 | 0.00 | 33 | 2.54 | 03-31-2024 |