Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITAKER-MYERS WEALTH MANAGERS LTD | COM | 4351 | $241,174 | 696 | 0.00 | 696 | +Inf | 12-31-2023 | |
PHILIP JAMES WEALTH MANGEMENT LLC | COM | 4352 | $266,577 | 695 | 0.00 | 0.00 | 4 | 0.58 | 03-31-2024 |
NOVA R WEALTH INC | COM | 4353 | $266,482 | 695 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
PINNACLE ADVISORY GROUP INC | COM | 4354 | $211,000 | 691 | 0.01 | 691 | +Inf | 03-31-2021 |