Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISHRIA BIRD FINANCIAL GROUP LLC | COM | 4101 | $420,000 | 2,656 | 0.18 | 0.20 | 0 | 0.00 | 03-31-2024 |
ARBOR INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 82 | 3.19 | 03-31-2024 |
ARKFELD WEALTH STRATEGIES LLC | COM | 4103 | $398,477 | 2,653 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PURSUE WEALTH PARTNERS LLC | COM | 4104 | $419,520 | 2,652 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |