Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCARE INVESTMENT PARTNERS LLC | COM | 4701 | $496,146 | 549 | 0.00 | 0.00 | -26 | -4.52 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 4702 | $495,151 | 548 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FREEDOM WEALTH ALLIANCE LLC | COM | 4703 | $238,314 | 548 | 0.00 | 548 | +Inf | 09-30-2023 | |
BELL & BROWN WEALTH ADVISORS LLC | COM | 4704 | $495,062 | 547 | 0.00 | 0.00 | -25 | -4.37 | 03-31-2024 |