Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 4151 | $59,258 | 1,572 | 0.00 | 1,572 | +Inf | 12-31-2023 | |
SPOTLIGHT ASSET GROUP INC | Stock | 4152 | $49,425 | 1,525 | 0.00 | 1,525 | +Inf | 12-31-2023 | |
ZRC WEALTH MANAGEMENT LLC | COM | 4153 | $63,301 | 1,509 | 0.00 | 0.00 | 990 | 190.75 | 03-31-2024 |
IRONWOOD WEALTH MANAGEMENT INC | COM | 4154 | $60,281 | 1,501 | 0.00 | 0.00 | -662 | -30.61 | 03-31-2024 |