Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALADIN ADVISORY GROUP LLC | COM | 2501 | $55,666 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACTIVEST WEALTH MANAGEMENT | COM | 2502 | $56,739 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUEPATH CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 85 | +Inf | 12-31-2023 | |
SOA WEALTH ADVISORS LLC | Stock | 2504 | $54,645 | 84 | 0.00 | 0.00 | -50 | -37.31 | 03-31-2024 |