Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JW COLE ADVISORS INC | COM | 401 | $1,071,018 | 51,393 | 0.00 | 0.00 | 8,644 | 20.22 | 06-30-2024 |
INTELLECTUS PARTNERS LLC | COM | 402 | $1,056,375 | 50,690 | 0.00 | 0.00 | 476 | 0.95 | 06-30-2024 |
C2C WEALTH MANAGEMENT LLC | COM | 403 | $1,053,492 | 50,600 | 0.00 | 0.00 | 6,000 | 13.45 | 03-31-2024 |
KATHMERE CAPITAL MANAGEMENT LLC | COM | 404 | $999,898 | 49,920 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |