Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIXON ZUERCHER LLC | COM | 3151 | $820,271 | 5,056 | 0.00 | 0.00 | -649 | -11.38 | 03-31-2024 |
LIFEWORKS ADVISORS LLC | COM | 3152 | $820,119 | 5,055 | 0.00 | 0.00 | -377 | -6.94 | 03-31-2024 |
FORZA WEALTH MANAGEMENT LLC | COM | 3153 | $819,849 | 5,053 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAINSAIL FINANCIAL GROUP LLC | COM | 3154 | $819,469 | 5,051 | 0.00 | 0.00 | -320 | -5.96 | 03-31-2024 |