Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETARY MANAGEMENT GROUP INC | COM | 1651 | $420,487 | 2,485 | 0.00 | 0.00 | 50 | 2.05 | 03-31-2024 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | CL A | 1652 | $420,490 | 2,485 | 0.00 | 0.00 | -76 | -2.97 | 03-31-2024 |
LAKE STREET PRIVATE WEALTH LLC | CL A | 1653 | $420,320 | 2,484 | 0.00 | 0.00 | -79 | -3.08 | 03-31-2024 |
9258 WEALTH MANAGEMENT LLC | Stock | 1654 | $419,564 | 2,480 | 0.00 | 0.00 | -3 | -0.12 | 03-31-2024 |