Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVESTAR CAPITAL LLC | COM | 1801 | $313,696 | 1,163 | 0.00 | 0.00 | 330 | 39.62 | 03-31-2024 |
WEST MICHIGAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -66 | -5.39 | 03-31-2024 |
BROADLEAF PARTNERS LLC | COM | 1803 | $310,994 | 1,159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PALADIN ADVISORY GROUP LLC | COM | 1804 | $306,341 | 1,155 | 0.00 | 0.00 | -39 | -3.27 | 03-31-2024 |