Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO WEALTH MANAGEMENT INC | COM | 4451 | $807,105 | 5,312 | 0.00 | 0.00 | -68 | -1.26 | 12-31-2023 |
AGATE PASS INVESTMENT MANAGEMENT LLC | COM | 4452 | $956,555 | 5,303 | 0.00 | 0.00 | -36 | -0.67 | 03-31-2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 4453 | $954,210 | 5,290 | 0.00 | 0.00 | -795 | -13.06 | 03-31-2024 |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 4454 | $953,849 | 5,288 | 0.00 | 0.00 | 1,167 | 28.32 | 03-31-2024 |