Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDOTA FINANCIAL GROUP LLC | COM | 5001 | $69,920 | 442 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $69,157 | 437 | 0.00 | 0.00 | 437 | +Inf | 03-31-2024 |
ABLE WEALTH MANAGEMENT LLC | Stock | 5003 | $67,327 | 430 | 0.00 | 430 | +Inf | 12-31-2023 | |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 5004 | $66,929 | 427 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |