Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | COM | 801 | $1,820,969 | 8,841 | 0.00 | 0.00 | 96 | 1.10 | 03-31-2024 |
WBI INVESTMENTS LLC | COM | 802 | $1,839,164 | 8,728 | 0.00 | 0.00 | 6,356 | 267.96 | 06-30-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 803 | $1,835,147 | 8,709 | 0.00 | 0.00 | 2,177 | 33.33 | 06-30-2024 |
RMR WEALTH BUILDERS | COM | 804 | $1,827,785 | 8,674 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |