Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HANSEN & ASSOCIATES FINANCIAL GROUP INC | COM | 1001 | $9,283,581 | 7,593 | 0.00 | 7,593 | +Inf | 12-31-2023 | |
AVANTAX PLANNING PARTNERS INC | COM | 1002 | $8,465,836 | 7,584 | 0.00 | 0.00 | -1,105 | -12.72 | 12-31-2023 |
COPPELL ADVISORY SOLUTIONS LLC | AVGO | 1003 | $8,437,955 | 7,559 | 0.00 | 7,559 | +Inf | 12-31-2023 | |
180 WEALTH ADVISORS LLC | COM | 1004 | $4,841,364 | 7,546 | 0.00 | 0.00 | -258 | -3.31 | 03-31-2023 |