Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWEET FINANCIAL PARTNERS LLC | COM | 2451 | $526,555 | 867 | 0.00 | 0.00 | -482 | -35.73 | 03-31-2024 |
KCS WEALTH ADVISORY | COM | 2452 | $381,024 | 865 | 0.00 | 0.00 | -634 | -42.29 | 06-30-2023 |
ATLAS PRIVATE WEALTH ADVISORS | COM | 2453 | $420,664 | 864 | 0.00 | 0.00 | 184 | 27.06 | 12-31-2023 |
CLARAPHI ADVISORY NETWORK LLC | COM | 2454 | $324,000 | 864 | 0.09 | 0.09 | 442 | 104.74 | 03-31-2022 |