Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CAPITAL ADVISORY LLC | CL B NEW | 4901 | $233,431 | 756 | 0.00 | 0.00 | 42 | 5.88 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | CL B NEW | 4902 | $317,493 | 755 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RBA WEALTH MANAGEMENT LLC | CL B NEW | 4903 | $317,493 | 755 | 0.00 | 0.00 | -6 | -0.79 | 03-31-2024 |
LIFEPRO ASSET MANAGEMENT | CL B NEW | 4904 | $316,652 | 753 | 0.00 | 0.00 | -1,238 | -62.18 | 03-31-2024 |