Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.26 | 11,704 | +Inf | 12-31-2023 | |
HARRINGTON INVESTMENTS INC | COM | 652 | $3,132,216 | 11,673 | 0.00 | 0.00 | -286 | -2.39 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 653 | $3,114,238 | 11,606 | 0.00 | 0.00 | 1,137 | 10.86 | 03-31-2024 |
CREEGAN & NASSOURA FINANCIAL GROUP LLC | COM | 654 | $3,104,148 | 11,568 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |