Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEENER FINANCIAL PLANNING LLC | COM | 4151 | $57,000 | 1,121 | 0.04 | 1,121 | +Inf | 12-31-2023 | |
FSA WEALTH MANAGEMENT LLC | Equity | 4152 | $56,000 | 1,103 | 0.03 | 1,103 | +Inf | 12-31-2023 | |
LAKE POINT WEALTH MANAGEMENT | COM | 4153 | $47,000 | 1,096 | 0.03 | 0.03 | 5 | 0.46 | 06-30-2022 |
TRIBUTARY CAPITAL MANAGEMENT LLC | COM | 4154 | $54,651 | 1,095 | 0.00 | 1,095 | +Inf | 03-31-2024 |