Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENRICH FINANCIAL PARTNERS LLC | COM | 601 | $19,950 | 700 | 0.00 | 700 | +Inf | 03-31-2024 | |
FIFTH THIRD BANCORP | COM | 602 | $18,012 | 632 | 0.00 | 0.00 | -127 | -16.73 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 603 | $17,992 | 631 | 0.00 | 0.00 | 408 | 182.96 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 604 | $17,898 | 628 | 0.00 | 0.00 | 415 | 194.84 | 03-31-2024 |