Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADE FINANCIAL ADVISORY INC | COM | 5301 | $1,299,045 | 3,455 | 0.00 | 0.00 | -140 | -3.89 | 12-31-2023 |
YEOMANS CONSULTING GROUP INC | COM | 5302 | $1,298,842 | 3,454 | 0.00 | 3,454 | +Inf | 12-31-2023 | |
COLUMBUS MACRO LLC | COM | 5303 | $1,448,118 | 3,442 | 0.00 | 0.00 | -274 | -7.37 | 03-31-2024 |
ALASKA WEALTH ADVISORS | COM | 5304 | $1,446,235 | 3,438 | 0.00 | 0.00 | -251 | -6.80 | 03-31-2024 |