Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONSILIUM WEALTH ADVISORY LLC | COM | 3451 | $816,120 | 5,159 | 0.00 | 0.00 | -838 | -13.97 | 03-31-2024 |
SLOY DAHL & HOLST LLC | COM | 3452 | $808,152 | 5,156 | 0.00 | 0.00 | 360 | 7.51 | 12-31-2023 |
STRATEGIC WEALTH PARTNERS LTD | COM | 3453 | $796,663 | 5,140 | 0.00 | 0.18 | 369 | 7.73 | 03-31-2023 |
FINANCIAL FREEDOM LLC | COM | 3454 | $803,111 | 5,124 | 0.00 | 0.00 | 25 | 0.49 | 12-31-2023 |