Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1051 | $1,755,628 | 15,497 | 0.00 | 0.00 | 1,953 | 14.42 | 03-31-2024 |
WEALTHSPIRE ADVISORS LLC | COM | 1052 | $1,751,217 | 15,440 | 0.00 | 0.00 | -457 | -2.87 | 03-31-2024 |
PFG INVESTMENTS LLC | COM | 1053 | $1,747,109 | 15,404 | 0.00 | 0.00 | 10,088 | 189.77 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 1054 | $1,744,000 | 15,375 | 0.61 | 0.59 | -350 | -2.23 | 03-31-2024 |