Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVELSBERGER FINANCIAL ADVISORY | COM | 4801 | $39,160 | 113 | 0.00 | 113 | +Inf | 12-31-2023 | |
BURKETT FINANCIAL SERVICES LLC | Equity | 4802 | $42,507 | 111 | 0.00 | 0.00 | 1 | 0.91 | 03-31-2024 |
AMERICAN CAPITAL ADVISORY LLC | COM | 4803 | $32,759 | 111 | 0.00 | 0.00 | 9 | 8.82 | 03-31-2024 |
ALIGN WEALTH MANAGEMENT LLC | COM | 4804 | $30,353 | 110 | 0.00 | 110 | +Inf | 12-31-2022 |