Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM NON VTG | 801 | $558,025 | 7,265 | 0.00 | 0.00 | 115 | 1.61 | 03-31-2024 |
ETF MANAGERS GROUP LLC | Common Stock | 802 | $594,487 | 7,172 | 0.00 | 0.02 | 285 | 4.14 | 12-31-2022 |
TEMPUS WEALTH PLANNING LLC | COM NON VTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 434 | 6.46 | 03-31-2024 |
MERIDIAN WEALTH MANAGEMENT LLC | COM NON VTG | 804 | $548,039 | 7,135 | 0.00 | 0.00 | 11 | 0.15 | 03-31-2024 |