Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRION WEALTH ADVISORS LLC | COM | 1501 | $493,191 | 1,838 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALPHA PARADIGM PARTNERS LLC | COM | 1502 | $404,000 | 1,834 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
WEALTH ALLIANCE | COM | 1503 | $491,684 | 1,832 | 0.00 | 0.00 | -23 | -1.24 | 03-31-2024 |
ETHOS FINANCIAL GROUP LLC | COM | 1504 | $490,000 | 1,817 | 0.09 | 1,817 | +Inf | 03-31-2024 |