Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUTERBACH FINANCIAL ADVISORS LLC | COM | 5451 | $1,086,756 | 2,890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ELITE LIFE MANAGEMENT LLC | COM | 5452 | $1,085,284 | 2,886 | 0.01 | 2,886 | +Inf | 12-31-2023 | |
AMERICAN PLANNING SERVICES INC | COM | 5453 | $1,084,499 | 2,884 | 0.00 | 0.00 | 744 | 34.77 | 12-31-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 5454 | $1,213,053 | 2,883 | 0.00 | 0.00 | -363 | -11.18 | 03-31-2024 |