Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DDFG INC | COM | 5551 | $1,248,393 | 2,967 | 0.00 | 0.00 | 140 | 4.95 | 03-31-2024 |
LIFE PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.86 | 0 | 0.00 | 12-31-2023 |
INSPIRE ADVISORS LLC | COM | 5553 | $1,115,599 | 2,967 | 0.00 | 0.00 | 14 | 0.47 | 12-31-2023 |
IVC WEALTH ADVISORS LLC | COM | 5554 | $1,244,657 | 2,958 | 0.00 | 0.00 | -4 | -0.14 | 03-31-2024 |