Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARISTA WEALTH MANAGEMENT LLC | COM | 4901 | $2,106,990 | 12,287 | 0.00 | 0.00 | -15,476 | -55.74 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 4902 | $2,106,000 | 12,283 | 0.74 | 0.91 | -164 | -1.32 | 03-31-2024 |
BEAM WEALTH ADVISORS INC | COM | 4903 | $2,101,972 | 12,258 | 0.00 | 0.00 | 599 | 5.14 | 03-31-2024 |
REFINED WEALTH MANAGEMENT | COM | 4904 | $2,101,447 | 12,255 | 0.00 | 0.00 | -259 | -2.07 | 03-31-2024 |