Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM UT LTD PTN | 601 | $1,124,733 | 69,342 | 0.00 | 0.00 | 2,106 | 3.13 | 06-30-2024 |
PATHWAY FINANCIAL ADVISERS LLC | COM UT LTD PTN | 602 | $1,120,501 | 69,107 | 0.00 | 0.00 | 3,024 | 4.58 | 06-30-2024 |
TEAMWORK FINANCIAL ADVISORS LLC | COM UT LTD PTN | 603 | $1,113,606 | 68,656 | 0.00 | 0.00 | -433,087 | -86.32 | 06-30-2024 |
SWEET FINANCIAL PARTNERS LLC | COM UT LTD PTN | 604 | $1,112,516 | 68,589 | 0.00 | 0.00 | 712 | 1.05 | 06-30-2024 |