Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCRETIVE WEALTH PARTNERS LLC | CL B NEW | 4601 | $407,685 | 1,017 | 0.00 | 0.00 | 198 | 24.18 | 03-31-2024 |
COLLABORATIVE WEALTH MANAGMENT INC | CL B NEW | 4602 | $426,828 | 1,015 | 0.00 | 0.00 | -50 | -4.69 | 03-31-2024 |
BETTER MONEY DECISIONS LLC | CL B NEW | 4603 | $426,407 | 1,014 | 0.00 | 0.00 | -14 | -1.36 | 03-31-2024 |
RF&L WEALTH MANAGEMENT LLC | CL B NEW | 4604 | $425,987 | 1,013 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |