Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SELECTIVE WEALTH MANAGEMENT INC | CAP STK CL A | 4701 | $397,845 | 2,548 | 0.00 | 0.00 | -492 | -16.18 | 03-31-2024 |
ALLIED INVESTMENT ADVISORS LLC | CAP STK CL A | 4702 | $384,570 | 2,548 | 0.00 | 0.00 | 43 | 1.72 | 03-31-2024 |
FRANKLIN PARLAPIANO TURNER & WELCH LLC | Stock | 4703 | $383,362 | 2,540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MELFA WEALTH MANAGEMENT INC | CAP STK CL A | 4704 | $383,374 | 2,540 | 0.00 | 2,540 | +Inf | 03-31-2024 |