Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DOUGHERTY WEALTH ADVISERS LLC | Stock | 4251 | $676,899 | 1,394 | 0.00 | 0.00 | -406 | -22.56 | 03-31-2024 |
RATIO WEALTH GROUP | CL A | 4252 | $492,358 | 1,391 | 0.00 | 0.00 | 19 | 1.38 | 12-31-2023 |
HAZLETT BURT & WATSON INC | CL A | 4253 | $673,000 | 1,391 | 0.40 | 0.26 | 294 | 26.80 | 03-31-2024 |
LANTZ FINANCIAL LLC | CL A | 4254 | $673,499 | 1,387 | 0.00 | 0.00 | -4 | -0.29 | 03-31-2024 |