Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE WEALTH LLC | COM | 1401 | $296,833 | 3,364 | 0.00 | 0.00 | -276 | -7.58 | 03-31-2024 |
CHANNEL WEALTH LLC | COM | 1402 | $289,375 | 3,361 | 0.00 | 0.00 | 30 | 0.90 | 03-31-2024 |
SALOMON & LUDWIN LLC | COM | 1403 | $289,296 | 3,360 | 0.00 | 3,360 | +Inf | 03-31-2024 | |
PRAIRIE WEALTH ADVISORS INC | COM | 1404 | $288,952 | 3,356 | 0.00 | 3,356 | +Inf | 03-31-2024 |