Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRITON WEALTH MANAGEMENT PLLC | COM | 4251 | $351,942 | 2,318 | 0.00 | 0.00 | -560 | -19.46 | 09-30-2023 |
MADISON WEALTH PARTNERS INC | COM | 4252 | $365,192 | 2,309 | 0.00 | 0.00 | 71 | 3.17 | 03-31-2024 |
KWMG LLC | COM | 4253 | $365,234 | 2,309 | 0.00 | 0.00 | -14 | -0.60 | 03-31-2024 |
CAPITAL WEALTH ALLIANCE LLC | COM | 4254 | $364,943 | 2,307 | 0.00 | 0.00 | -1 | -0.04 | 03-31-2024 |