Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1776 WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,681 | +Inf | 03-31-2024 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1802 | $2,005,263 | 6,658 | 0.00 | 0.00 | 350 | 5.55 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1803 | $2,004,520 | 6,656 | 0.00 | 0.00 | 1,679 | 33.74 | 03-31-2024 |
APTUS CAPITAL ADVISORS LLC | COM | 1804 | $2,004,354 | 6,655 | 0.00 | 0.00 | 1,385 | 26.28 | 03-31-2024 |