Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 451 | $1,251 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15 | -30.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 453 | $1,000 | 32 | 0.00 | 32 | +Inf | 09-30-2022 | |
DUNHILL FINANCIAL LLC | COM | 454 | $1,037 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |