Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH DIMENSIONS GROUP LTD | SH BEN INT | 101 | $166,363 | 11,521 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | SH BEN INT | 103 | $142,468 | 10,673 | 0.00 | 0.00 | -1,252 | -10.50 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | SH BEN INT | 104 | $156,210 | 10,569 | 0.00 | 0.00 | -1,100 | -9.43 | 12-31-2023 |