Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDATION WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 437 | +Inf | 03-31-2024 | |
NOTTINGHAM ADVISORS INC | COM | 4852 | $215,493 | 435 | 0.00 | 435 | +Inf | 12-31-2023 | |
CEDAR MOUNTAIN ADVISORS LLC | COM | 4853 | $391,586 | 433 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FAMILY ASSET MANAGEMENT LLC | COM | 4854 | $390,338 | 432 | 0.00 | 0.00 | -10 | -2.26 | 03-31-2024 |