Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANCHEZ WEALTH MANAGEMENT GROUP | COM' | 4501 | $277,742 | 1,772 | 0.00 | 1,772 | +Inf | 12-31-2023 | |
GUIDANCE POINT ADVISORS LLC | COM | 4502 | $275,600 | 1,770 | 0.00 | 0.00 | -29 | -1.61 | 09-30-2023 |
CONSERVEST CAPITAL ADVISORS INC | COM | 4503 | $277,502 | 1,770 | 0.00 | 0.00 | 171 | 10.69 | 12-31-2023 |
VCI WEALTH MANAGEMENT LLC | COM | 4504 | $277,084 | 1,768 | 0.00 | 1,768 | +Inf | 12-31-2023 |