Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST INVESTMENT SOLUTIONS LP | COM | 3201 | $9,092,882 | 21,613 | 0.00 | 0.00 | 11,784 | 119.89 | 03-31-2024 |
LLOYD ADVISORY SERVICES LLC | COM | 3202 | $9,092,598 | 21,612 | 0.00 | 0.00 | 16,025 | 286.83 | 03-31-2024 |
PROVIDENCE WEALTH ADVISORS LLC | COM | 3203 | $9,115,109 | 21,600 | 0.01 | 0.01 | 182 | 0.85 | 03-31-2024 |
SCULATI WEALTH MANAGEMENT LLC | COM | 3204 | $9,087,509 | 21,599 | 0.00 | 0.00 | -105 | -0.48 | 03-31-2024 |