Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH MANAGEMENT LLC | SHS | 1601 | $1,014,651 | 11,643 | 0.00 | 0.00 | 661 | 6.02 | 03-31-2024 |
ASCENT WEALTH PARTNERS LLC | SHS | 1602 | $1,013,119 | 11,625 | 0.00 | 0.00 | 425 | 3.79 | 03-31-2024 |
IFP ADVISORS INC | cs | 1603 | $955,416 | 11,601 | 0.00 | 0.00 | -3,644 | -23.90 | 12-31-2023 |
KINNERET ADVISORY LLC | SHS | 1604 | $1,018,768 | 11,598 | 0.00 | 0.00 | -110 | -0.94 | 03-31-2024 |