Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL INSIGHTS INC | COM | 851 | $375,753 | 2,248 | 0.00 | 2,248 | +Inf | 03-31-2024 | |
MUTUAL ADVISORS LLC | COM | 852 | $375,184 | 2,245 | 0.00 | 0.00 | 393 | 21.22 | 03-31-2024 |
FORTRESS WEALTH GROUP LLC | COM | 853 | $367,462 | 2,241 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WAMBOLT & ASSOCIATES LLC | COM | 854 | $371,607 | 2,222 | 0.00 | 0.00 | 351 | 18.76 | 03-31-2024 |