Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,616 | +Inf | 03-31-2024 | |
MORNINGSTAR INVESTMENT SERVICES LLC | COM | 2502 | $637,000 | 5,616 | 0.01 | 0.00 | 3,068 | 120.41 | 03-31-2024 |
1776 WEALTH LLC | Common | 2503 | $6,068,299 | 5,609 | 0.00 | 5,609 | +Inf | 03-31-2024 | |
ACIMA PRIVATE WEALTH LLC | Stock | 2504 | $636,723 | 5,602 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |