Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 4201 | $42,366 | 241 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COSTELLO ASSET MANAGEMENT INC | COM | 4202 | $42,190 | 240 | 0.00 | 0.00 | 17 | 7.62 | 03-31-2024 |
KIELY WEALTH ADVISORY GROUP INC | COM | 4203 | $44,504 | 239 | 0.00 | 239 | +Inf | 03-31-2024 | |
SANCTUARY WEALTH MANAGEMENT LLC | COM | 4204 | $41,838 | 238 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |