Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 1551 | $2,367,866 | 8,999 | 0.00 | 0.00 | 921 | 11.40 | 12-31-2023 |
WEALTHSHIELD PARTNERS LLC | COM | 1552 | $2,712,640 | 8,995 | 0.00 | 0.00 | -149 | -1.63 | 03-31-2024 |
TRIANGLE SECURITIES WEALTH MANAGEMENT | COM | 1553 | $2,706,102 | 8,985 | 0.00 | 0.00 | -99 | -1.09 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1554 | $2,705,500 | 8,983 | 0.00 | 0.00 | -200 | -2.18 | 03-31-2024 |