Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERTEX PLANNING PARTNERS LLC | COM | 4301 | $951,904 | 6,265 | 0.00 | 0.00 | 4,044 | 182.08 | 12-31-2023 |
PINNACLE WEALTH MANAGEMENT GROUP INC | COM | 4302 | $1,129,359 | 6,261 | 0.00 | 0.00 | 961 | 18.13 | 03-31-2024 |
INTEGRAL INVESTMENT ADVISORS INC | COM | 4303 | $951,144 | 6,260 | 0.00 | 0.00 | -853 | -11.99 | 12-31-2023 |
LPWM LLC | COM | 4304 | $1,161,072 | 6,244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |