Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATIO WEALTH GROUP | COM | 3101 | $850,190 | 5,240 | 0.00 | 0.00 | -38 | -0.72 | 03-31-2024 |
CANTOR FITZGERALD INVESTMENT ADVISORS LP | COM | 3102 | $849,867 | 5,238 | 0.00 | 0.08 | -2,118 | -28.79 | 03-31-2024 |
WEALTH ENHANCEMENT & PRESERVATION OF GA LLC | COM | 3103 | $793,798 | 5,231 | 0.00 | 0.00 | 351 | 7.19 | 06-30-2023 |
PASADENA PRIVATE WEALTH LLC | COM | 3104 | $766,498 | 5,231 | 0.00 | 0.00 | -403 | -7.15 | 12-31-2023 |