Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | CL A | 801 | $2,321 | 44 | 0.00 | 0.00 | 28 | 175.00 | 06-30-2024 |
IFP ADVISORS INC | cs | 802 | $2,214 | 42 | 0.00 | 0.00 | 10 | 31.25 | 06-30-2024 |
CREEKMUR ASSET MANAGEMENT LLC | CL A | 803 | $2,109 | 40 | 0.00 | 40 | +Inf | 06-30-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | CL A | 804 | $2,109 | 40 | 0.00 | 0.00 | 6 | 17.65 | 06-30-2024 |