Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARTIN CAPITAL PARTNERS LLC | COM | 601 | $280,000 | 9,825 | 0.11 | 0.11 | -88 | -0.89 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 602 | $279,825 | 9,794 | 0.00 | 0.00 | 484 | 5.20 | 12-31-2023 |
PHILLIPS WEALTH PLANNERS LLC | COM | 603 | $271,757 | 9,786 | 0.00 | 9,786 | +Inf | 12-31-2023 | |
HOBART PRIVATE CAPITAL LLC | COM | 604 | $295,311 | 9,785 | 0.00 | 0.00 | 352 | 3.73 | 09-30-2019 |