Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WR WEALTH PLANNERS LLC | REIT | 2101 | $245,891 | 1,265 | 0.00 | 0.00 | 65 | 5.42 | 06-30-2024 |
LOKKEN INVESTMENT GROUP LLC | COM | 2102 | $249,995 | 1,265 | 0.00 | 0.00 | -2,376 | -65.26 | 03-31-2024 |
MAINSAIL FINANCIAL GROUP LLC | COM | 2103 | $245,502 | 1,263 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 2104 | $247,590 | 1,263 | 0.00 | 0.00 | -154 | -10.87 | 06-30-2024 |