Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 701 | $2,810 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 702 | $2,670 | 36 | 0.00 | 0.00 | 20 | 125.00 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 703 | $2,367 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MCILRATH & ECK LLC | COM | 704 | $2,218 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |