Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALAMOS WEALTH MANAGEMENT LLC | COM | 1751 | $856,736 | 3,429 | 0.00 | 0.00 | -71 | -2.03 | 06-30-2024 |
ICON WEALTH ADVISORS LLC | Stock | 1752 | $946,782 | 3,417 | 0.00 | 0.00 | 59 | 1.76 | 06-30-2024 |
NVEST FINANCIAL LLC | COM | 1753 | $852,145 | 3,411 | 0.00 | 0.00 | -106 | -3.01 | 06-30-2024 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM | 1754 | $851,000 | 3,410 | 0.35 | 0.38 | 1 | 0.03 | 06-30-2024 |