Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CFO4LIFE GROUP LLC | COM | 2051 | $2,660,718 | 22,890 | 0.00 | 0.00 | -800 | -3.38 | 03-31-2024 |
CLIFTONLARSONALLEN WEALTH ADVISORS LLC | COM | 2052 | $2,653,913 | 22,831 | 0.00 | 0.00 | 1,303 | 6.05 | 03-31-2024 |
DB ROOT & COMPANY LLC | COM | 2053 | $2,647,001 | 22,772 | 0.00 | 0.00 | -224 | -0.97 | 03-31-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 2054 | $2,646,673 | 22,769 | 0.00 | 0.00 | -7,248 | -24.15 | 03-31-2024 |