Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE ADVISORY GROUP LLC | COM | 101 | $344,781 | 39,494 | 0.00 | 0.00 | 11 | 0.03 | 03-31-2024 |
WESTERN WEALTH MANAGEMENT LLC | COM | 102 | $324,537 | 39,481 | 0.00 | 0.00 | 23,069 | 140.56 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 103 | $339,369 | 38,874 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE ADVISOR GROUP LLC | COM | 104 | $328,642 | 37,645 | 0.00 | 0.00 | -3,409 | -8.30 | 03-31-2024 |