Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCEL WEALTH MANAGEMENT | COM | 451 | $3,323,628 | 51,141 | 0.00 | 0.00 | -3 | -0.01 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 452 | $3,317,462 | 51,045 | 0.00 | 0.00 | -18,293 | -26.38 | 03-31-2024 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | COM | 453 | $3,039,000 | 50,904 | 0.69 | 0.82 | -134 | -0.26 | 12-31-2023 |
LODESTONE WEALTH MANAGEMENT LLC | COM | 454 | $3,266,151 | 50,256 | 0.00 | 0.00 | -6,377 | -11.26 | 03-31-2024 |