Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEGHENY FINANCIAL GROUP LTD | CL A | 4201 | $513,950 | 1,452 | 0.00 | 0.00 | 55 | 3.94 | 12-31-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 4202 | $514,000 | 1,451 | 0.05 | 0.05 | 36 | 2.54 | 12-31-2023 |
EMBREE FINANCIAL GROUP | CL A | 4203 | $513,242 | 1,450 | 0.00 | 1,450 | +Inf | 12-31-2023 | |
FIDUCIARY PLANNING LLC | CL A | 4204 | $703,844 | 1,449 | 0.00 | 0.00 | 535 | 58.53 | 03-31-2024 |