Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON POINTE ADVISORS LLC | COM SHS | 101 | $294,718 | 52,912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARK AVENUE SECURITIES LLC | COM SHS | 102 | $284,000 | 51,008 | 0.00 | 0.00 | 10,177 | 24.92 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM SHS | 103 | $270,252 | 48,519 | 0.00 | 0.00 | 18,165 | 59.84 | 03-31-2024 |
LEVEL FOUR ADVISORY SERVICES LLC | COM SHS | 104 | $248,323 | 47,571 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |