Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 601 | $1,118 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 602 | $1,000 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALBION FINANCIAL GROUP /UT | COM | 603 | $1,077 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL FREEDOM LLC | COM | 604 | $1,121 | 126 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |