Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | CEF | 101 | $144,276 | 12,678 | 0.00 | 0.00 | -3,554 | -21.90 | 03-31-2024 |
BEACON INVESTMENT ADVISORS LLC | COM | 102 | $152,722 | 12,622 | 0.00 | 0.00 | 134 | 1.07 | 12-31-2023 |
FIRETHORN WEALTH PARTNERS LLC | COM | 103 | $140,281 | 12,327 | 0.00 | 0.00 | 320 | 2.67 | 03-31-2024 |
CALTON & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 12,205 | +Inf | 12-31-2023 |