Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITE WING WEALTH MANAGEMENT | COM | 6251 | $200,907 | 536 | 0.00 | 536 | +Inf | 12-31-2023 | |
ONE ADVISORY PARTNERS LLC | COM | 6252 | $222,140 | 528 | 0.00 | 528 | +Inf | 03-31-2024 | |
RCS FINANCIAL PLANNING LLC | COM | 6253 | $219,886 | 523 | 0.00 | 523 | +Inf | 03-31-2024 | |
SINECERA CAPITAL LLC | COM | 6254 | $219,195 | 521 | 0.00 | 521 | +Inf | 03-31-2024 |