Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APEIRON RIA LLC | SHS | 2601 | $246,631 | 2,830 | 0.00 | 0.00 | 147 | 5.48 | 03-31-2024 |
BARLOW WEALTH PARTNERS INC | SHS | 2602 | $226,528 | 2,827 | 0.00 | 2,827 | +Inf | 03-31-2024 | |
LUMATURE WEALTH PARTNERS LLC | SHS | 2603 | $248,442 | 2,820 | 0.00 | 0.00 | -22 | -0.77 | 06-30-2023 |
INNOVA WEALTH PARTNERS | SHS | 2604 | $220,583 | 2,815 | 0.00 | 0.00 | 250 | 9.75 | 09-30-2023 |