Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALETHEIAN WEALTH ADVISORS LLC | COM | 3251 | $202,241 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
MERIDIAN WEALTH PARTNERS LLC | COM | 3252 | $202,356 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
ROLLINS FINANCIAL ADVISORS LLC | Stock | 3253 | $201,634 | 332 | 0.00 | 332 | +Inf | 03-31-2024 | |
MOSAIC FAMILY WEALTH LLC | Stock | 3254 | $200,000 | 332 | 0.05 | 332 | +Inf | 12-31-2021 |