Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOLISTIC FINANCIAL PARTNERS | COM | 5001 | $2,282,827 | 5,426 | 0.00 | 0.00 | 409 | 8.15 | 03-31-2024 |
ORGEL WEALTH MANAGEMENT LLC | COM | 5002 | $2,279,461 | 5,418 | 0.00 | 0.00 | -1,481 | -21.47 | 03-31-2024 |
ADAMSBROWN WEALTH CONSULTANTS LLC | COM | 5003 | $2,278,871 | 5,417 | 0.00 | 0.00 | 188 | 3.60 | 03-31-2024 |
SELKIRK MANAGEMENT LLC | COM | 5004 | $2,271,888 | 5,400 | 0.00 | 5,400 | +Inf | 03-31-2024 |