Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OUTLOOK WEALTH ADVISORS LLC | COM | 4201 | $226,350 | 1,243 | 0.00 | 0.00 | -408 | -24.71 | 03-31-2024 |
ADVISORS MANAGEMENT GROUP INC /ADV | COM | 4202 | $226,000 | 1,242 | 0.06 | 1,242 | +Inf | 03-31-2024 | |
MELFA WEALTH MANAGEMENT INC | COM | 4203 | $225,855 | 1,240 | 0.00 | 1,240 | +Inf | 03-31-2024 | |
JACKSON THORNTON ASSET MANAGEMENT LLC | COM | 4204 | $224,165 | 1,231 | 0.00 | 1,231 | +Inf | 03-31-2024 |