Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 601 | $2,892 | 148 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 602 | $2,956 | 147 | 0.00 | 147 | +Inf | 12-31-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 603 | $2,272 | 144 | 0.00 | 0.00 | -46 | -24.21 | 03-31-2024 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 604 | $2,115 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |