Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 2051 | $8,000 | 96 | 0.00 | 0.00 | -25 | -20.66 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2052 | $7,985 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 2053 | $7,899 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 2054 | $7,727 | 90 | 0.00 | 0.00 | -93 | -50.82 | 03-31-2024 |