Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CMG GLOBAL HOLDINGS LLC | COM | 1051 | $604,907 | 45,550 | 0.00 | 0.00 | 478 | 1.06 | 03-31-2024 |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 1052 | $943,000 | 45,408 | 0.29 | 0.21 | 1,371 | 3.11 | 12-31-2021 |
180 WEALTH ADVISORS LLC | COM | 1053 | $571,650 | 45,369 | 0.00 | 0.00 | 116 | 0.26 | 03-31-2023 |
ETESIAN WEALTH ADVISORS INC | COM | 1054 | $559,556 | 45,345 | 0.00 | 0.00 | -578 | -1.26 | 12-31-2023 |