Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 751 | $275,754 | 2,459 | 0.00 | 2,459 | +Inf | 03-31-2024 | |
AFFINITY WEALTH MANAGEMENT LLC | COM | 752 | $275,753 | 2,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 753 | $272,276 | 2,428 | 0.00 | 2,428 | +Inf | 03-31-2024 | |
EMPOWERED FUNDS LLC | COM | 754 | $272,164 | 2,427 | 0.00 | 2,427 | +Inf | 03-31-2024 |