Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GATEWAY WEALTH PARTNERS LLC | COM | 3751 | $495,986 | 4,961 | 0.00 | 0.00 | -2,184 | -30.57 | 12-31-2023 |
LANTERN WEALTH ADVISORS LLC | COM | 3752 | $495,641 | 4,957 | 0.00 | 4,957 | +Inf | 12-31-2023 | |
TCWP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,774 | -68.53 | 12-31-2023 |
NALLS SHERBAKOFF GROUP LLC | COM | 3754 | $490,054 | 4,902 | 0.00 | 0.00 | 50 | 1.03 | 12-31-2023 |